Client Access

MyPath Personal Portal
Access, collaborate, and monitor all areas of your financial situation in our safe and secure portal.

Vantage Alternatives
Direct login to the custodian where alternative and private investments are held for independent safe keeping.

FIDELITY
Direct access to one of the world’s top custodians where your public market investments are safely held and recorded.

SEI
Directly access your institutionally managed portfolio here.

Risk Solutions
Instant access to your property/casualty policy information.