Karstens Portal Provides Clients with Comprehensive Financial PictureSubmitted by Karstens Investments on October 31st, 2017
By Corey Voorman, AIF
Soon we will introduce a new client portal designed to provide an aggregate financial picture for our clients. You will then be able to view your outside held accounts such as employer sponsored 401(k) plans or 529 plans in conjunction with currently managed accounts. Assets such as houses, land, and personal property can be quantified and logged with the software to reflect a most accurate investment portfolio and net worth statement. Estate planning documents, deeds to properties, and other important documentation can be uploaded to the portal and securely saved in a virtual file cabinet.
Online account access has become more and more complicated. Users must remember each individual password to each specific account every time they log in. Our portal will simplify this by providing access to all accounts via a live feed using just one login and password.
As we roll out the new portal we are currently looking for beta testers. If you are interested in becoming a beta tester, please contact our office to schedule a time to get you set up.