PORTLAND, Ore. (PRWEB) May 13, 2016
Arnerich Massena Inc., an independent investment advisory firm specializing in wealth management services, innovative investment strategies, and retirement plan consulting, has added a new tool for wealth management clients. WealthLink™, an asset aggregation and wealth planning tool, gives clients access to their full financial picture online at any time. Each client has their own customized and secure website that is also available through a mobile application.
WealthLink™ organizes and consolidates all of a client’s accounts and financial information, making it possible to collaborate in real time with their advisor, to view information at a glance, and to use a variety of planning and education tools. WealthLink™ allows users to set up their favorite reports that include everything from asset allocation to estate planning and detailed cash flow analysis. WealthLink™ includes an electronic vault, where users can securely store documents for future access.
“Our clients absolutely love this,” notes Reegan Rae, investment advisor and Certified Private Wealth Advisor®. “WealthLink™ is a game-changer in terms of providing instant, easy access.”
“This is a crucial step in the evolution of our services. It helps us to be more nimble in applying our investment knowledge and expertise; we can leverage what we already do to serve our clients even better,” says Sheree Arntson, managing director of Wealth Management.
As Arnerich Massena celebrates its 25th anniversary in 2016, the company reaffirms its continuing commitment to deliver world-class investment services to its clients. WealthLink™ elevates Arnerich Massena’s capabilities, providing our clients with the leading-edge services the firm has come to be known for.
About Arnerich Massena
Founded in 1991, Arnerich Massena is a Portland-based independent investment advisory firm servicing corporations, institutions, state and local governments, charitable organizations, trusts and estates, corporate pension and profit sharing plans, and private clients. More information is available at http://www.arnerichmassena.com.