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Client Portal

To help manage their finances, we offer clients an individualized financial platform.

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We like to give our clients the choice on their level of interaction with FSI.
Some prefer to handle their own personal finances and just want us to manage their investments with our proven, value-based approach. No problem, we’re happy to help invest that money as if it were our own!

Others want a more holistic and integrated solution to their financial lives and help with planning their futures. For those clients, we have special planning software which allows us to work closely as their financial stewards. It does require more active engagement on the client’s part to make sure we’re working with the right information, but their efforts are well-rewarded with the fabulously detailed reports we create for them. They even get their own individualized website and mobile app if they so choose.

Check out more details on our cloud-based platform.
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