Investment Portal
Monitor your account performance, holdings, and activity.
Why separate portals? While today's financial technology offers a broad range of support features, the best platforms specialize in either investor or planning support. At Next Level we cater to elevated expectations. While a single technology platform would be convenient, we have chosen to work with separate, high quality solutions that allow us to facilitate a higher standard of care.
The investment portal powered by eWealthmanager and provides information needed to prudently monitor your investments, including:
- Account performance
- Account balance
- Account holdings and asset allocation
- Portfolio and individual account information
The planning portal is powered by RightCapital and allows you to analyze your needs and monitor progress towards your personal financial goals, including:
- Balance sheet
- Basic investment information including holdings and current asset allocation
- Retirement analysis showing probability of reaching goals
- Estate, education, and insurance analysis