Investment Performance and Asset Aggregation

Through our strategic relationship with Blueleaf Wealth, we provide our clients with the capability to assess investment performance for all of their managed accounts over any period of time, and it directly compares performance to that of selected index benchmarks.

It also serves as an asset aggregation tool as clients can link in all of their other investment, savings, and banking accounts as well as other major assets. They can also link in liabilities such as mortgages and credit cards. As a result, it provides a perpetually updated personal balance sheet or net worth statement. Along with having access to their updated personal net worth statement and viewing detailed performance data, clients can also attach important documents such as wills and insurance information. It is a one stop location for all financial and estate data that can prove invaluable for surviving heirs.

Posted By Navigo Wealth Management