Steve Coker, CFP
An Award Winning Portal
We are pleased to provide our clients with one of the best client portals in the industry. In fact, the Tamarac portal used by Cedarstone Advisors was just named by WealthManagement.com as the Best Client Portal for 2017. You can read the full press release here.
At Cedarstone our goal is to provide the best client service in the industry. While the service we provide begins with a personal relationship, it extends to the tools that we provide to our clients. The Tamarac portal gives our clients complete transparency into what is happening in their accounts, provides a sophisticated suite of reporting tools, and provides a document vault for key documents.
If you would like to learn more about the client portal or would like a tour of the tools available to you, please don’t hesitate to reach out.