client Technology login options
Clients can access their account information through AdviceWorks, Albridge or NetXInvestor
AdviceWorks is an all-in-one solution for viewing your accounts, linking external accounts, monitoring performance, setting eDelivery preferences and sharing documents with True Wealth through the secure vault.
Albridge is a robust performance reporting platform that provides reporting on accounts managed by True Wealth.
NetxInvestor allows access to Pershing accounts only, and all features of NetxInvestor are now integrated into AdviceWorks.
