Reporting

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IFS Portal

We offer traditional paper reporting as well as web based online intuitive reporting reflecting a complete view of your portfolio with drill down capability to the detail level.

For those who do not like static reports, We provide rich, powerful and interactive reporting. On demand information updated daily and in some cases in real time.

Financial Planning

Track your financial goals on demand or in real time.  Proactive guidance

We believe a goals-based financial plan should provide you with a litmus test that helps you assess the ongoing feasibility of being able to achieve your objectives. Think of it as your financial GPS.

Traditional Reporting

Traditional reporting is available in PDF or print form.  We provide you a file cabinet to maintain your information online, easily accessible online at any time.  Review all your prior statements on your computer or any of your mobile devices securely.