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.


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


Directly access your institutionally managed portfolio here.

Risk Solutions

Instant access to your property/casualty policy information.