About Client Account Access Sites
- Track all financial information in one convenient location
- Link financial assets to the site, including bank accounts, 401k, outside investment accounts and liabilities
- Store important documents such as tax returns and estate plans in the secure vault
- Account values update daily, providing current cash flow, asset allocation and goal reports
- View investment performance for all accounts serviced by Osaic Wealth/Collica Group
- Report is loaded into eMoney vault for every review call with us, or can be emailed monthly
- Emailed reports can be manipulated to show a variety of performance, asset allocation, transaction and benchmarking data
- Electronically sign documents for new Osaic Wealth accounts
- Update e-delivery preferences and monitor correspondence from Osaic Wealth
- Access statements and tax documents with direct Wealthscape access
- App available for both Apple and Android users