The Hartshorne Group Client Portal:

The Hartshorne Group provides our clients with a suite of secure, web-based wealth planning tools that include an aggregated, comprehensive view of a client’s overall financial portfolio. In addition to the benefits this provides you, the Client Portal allows us to track and monitor your financial plan on a daily basis and enables us to collaborate with you to help you make informed investment and lifestyle decisions.

The Hartshorne Group Client Portal provides:

  • Account aggregation for a holistic review of all your financial accounts
  • A personal, secure website with 24-hour access to all your financial information from your computer or your mobile devices
  • An online “vault” for secure storage of important documents and information
  • Alerts to notify us of important changes in your accounts