Tandem employs state-of-the-art technology to enhance and simplify the client experience. This commitment to cutting edge technology enhances transparency and provides a higher level of client service.
The Tandem Wealth Advisors Investor Portal provides 24/7 secure access to clients’ investments in an intuitive and insightful format.
Some of the features and functionality of the Investor Portal include:
• Intuitive investment portfolio browsing
• Advanced graphics and data presentation
• Access via mobile, tablet, laptop, or desktop
• Ability to securely share and exchange documents
• Ability for Tandem to generate and share quarterly reports
The ability to view and analyze an entire portfolio in one location enhances and simplifies the user experience. This allows clients to focus on their overall financial and investment picture, free of distractions.
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