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EMONEY

eMoney is an innovative web-based financial software system providing account aggregation capabilities, 24/7 access to financial accounts, statements and reports and an electronic vault for storing important documents. eMoney Advisor provides leading-edge technology that, when combined with the advice and expertise of a trusted advisor, delivers an unmatched wealth management experience.

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BLEAKLEY MOBILE APP POWERED BY ORION

Bleakley uses Orion Advisor Tech, to provide a range of custom and turnkey reporting capabilities that help clients to understand and evaluate performance. Orion sets a new standard for accurate, comprehensive, and beautifully designed views of investment performance.

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ACCOUNTVIEW BY LPL FINANCIAL

AccountView by LPL Financial is your 24/7 online portal for account activity and paperless statements. LPL Financial is the nation’s largest independent broker-dealers as reported in Financial Planning magazine, 1996-2020, based on total revenues.

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SCHWAB

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC, offers investment services and products with 24/7 access through the Customer Care Center, including Schwab brokerage accounts.

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FIDELITY

Now you can easily monitor all your Fidelity Investments accounts, including those your advisor manages, from your desktop, tablet, or smartphone. Fidelity.com/portfolio is designed to provide you with the information and resources you need, virtually 24 hours a day, to help you work more effectively with your advisor toward your financial goals.

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PERSHING

Pershing’s NetXInvestor(TM) is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more. Pershing is one of the world's leading providers of execution, custody, financing and business management solutions to help advisors manage their businesses efficiently and serve their clients effectively.

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