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