We want you to have 24/7 access to all of your financial information. So we offer a variety of online client tools that let you check in anytime, from anywhere.
The Bradway Client Portal provides a consolidated view of all of your bank, investment and retirement accounts, from IRAs to 401ks. You can review quarterly statements and performance reports, as well, making the client portal an easy way to get a snapshot of your finances. And if you're a Box user, we can securely share documents, such as estate plans, life insurance policies and tax returns.
If you’re out of town or can’t make it to the office for a review session, web conferencing is the next best thing to meeting face-to-face. Our RingCentral conference service, available by clicking here, allows you to meet securely online to share files and information while speaking with your advisor or a Bradway team member. We also use Skype.
FINANCIAL PLANNING TOOLS
Curious about your progress toward your long-term goals? This is an important part of every review session. But if you’d like to monitor your status in between meetings with your advisor, you can check out MoneyGuidePro, the powerful software we use to design and track your financial plan. Because the variables that go into your plan are quite complex, MoneyGuidePro is not meant to be “self-service.” So we provide access upon request.