Client Services

Client Portals & Tools

Albridge Wealth Reporting: A leading data aggregator

• Client Portal: https://npa.mainaccount.com/

Pershing NetXinvestor: 

• Client Portal: https://www.netxinvestor.com/web/netxinvestor/login

Money Guide Pro: The #1 Financial Planning Software

• Client Portal: https://www.moneyguidepro.com/ifa/

iRetire: Powered by Blackrock's Aladdin

• https://www.blackrock.com/aladdin