Jan 27, 2022
NPF is committed to protecting your wealth, simplifying your journey and delivering an exceptional experience.
As part of that commitment, we continue to invest in advanced tools and technology. Over the past 10 years, NPF has made a concerted effort to implement technology to deliver our services in the most efficient and effective way. This includes our portfolio management and reporting software, rebalancing software, planning software, and relationship management software, among other services in our technology “stack.”
The next puzzle piece for this strategy is to launch a client portal that will grant our clients direct access to their financial information – on demand. With this system, each of our clients will have their own unique login to see their financial information on our portfolio management software. This also creates a new place for NPF to electronically post quarterly reports, monthly brokerage statements and tax information – all for our clients to see, and for selected information to be shared with third party advisors. This will be secure and paperless.
Our team will send information directly to you when your account is established to get everything activated. From there, you can enjoy the convenience of digital access to your information. If you prefer to receive paper mailings, you still can. This is just another way we are simplifying the complexities of financial life for clients.
In 2021, we also stayed focused on studying the marketplace and delivering relevant and timely insights and content throughout the year to keep you in the know at all times. Please visit our website to see our content, including some of our most popular pieces highlighted below.
Download a full version of our Year in Review using the download link above.
