• Matt Davis

Updated Cedarstone Online Portals

We are excited to announce that our online portals for our clients have been recently updated to do an even better job of helping you keep up to date with what is happening in your portfolio. At Cedarstone we think transparency is incredibly important when it comes to your investments and we want to make sure that we are always at the cutting edge for investment reporting. Our new update includes a streamlined look and feel, new reporting, and updated interactive charting capabilities.

One of the first things you will notice about the new portal is a new quick and easy to read tiled dashboard that should quickly update you on what is happening in your portfolio. The tiles are interactive and can show multiple time periods when selected.

Beyond the obvious user interface updated, you will see an expanded suite of portfolio reporting to help guide you through your investments while also keeping previous reports that you had become accustomed to seeing. Some of these new reports take our reporting one step further so you can really dive into what you are invested in.

For our clients, please feel free to reach out to learn more about the new portal or to request a walk through. For those who are not currently Cedarstone clients, never hesitate to ask to learn more about what our capabilities are and how we can enhance not just the way you are invested but the way you can track your investments as well.


DISCLOSURE Information on this website and others should be used at your own risk. Past performance does not guarantee future results. Securities investments involve risk; returns in such investments vary and may involve gain or loss. The materials and content herein are not a substitute for obtaining professional tax, personal financial planning, or other relevant financial advice from a qualified person or firm. For full disclosure click on the disclosure link at the bottom.

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