Resources

This page provides a collection of helpful resources designed to support you in getting the most from our services. Here you will find information about the software and tools we use, along with instructional videos, client testimonials, and useful downloads.

Whether you are looking for guidance on how to use specific systems, want to watch short tutorials, or need access to documents and forms, this section brings everything together in one convenient place. Our goal is to make it easy for you to find the information and materials you need quickly and easily.

We recommend exploring the different sections below to learn more and access the available resources.

Software & Tools

ASTUTE WHEEL

AstuteWheel is an interactive financial planning software we use to engage with you to securely collect and update your financial information, record your goals, and understand your financial health, values, life areas, and risk appetitite/capacity. It streamlines onboarding via a secure client portal, enhances our meetings with interactive calculators, and assists us with meeting our compliance requirements.

SUITES FILES

SuiteFiles is a cloud-based document management platform we use to provide secure file storage, document sharing, and digital signing. Through a client portal we are able to efficiently and securely share documents with you and provide you with the ability to securely share documents with us rather than other insecure means such as emails.

SHARESIGHT

Sharesight is a comprehensive portfolio tracking tool for investors, featuring automatic tracking of over 700,000 stocks, ETFs, cryptocurrencies, and managed funds across 60+ global exchanges. It streamlines portfolio management with, including, tax reporting, dividend tracking, and performance analytics.