Panorama Portal

Curran Wealth Management

Über diese App

Stay in control of your finances with Panorama. At Curran Wealth Management our goal is to provide our clients with a panoramic view of their financial well-being right in the palm of their hand. Panorama simplifies money management with the ability to connect not only your investment accounts managed by CWM, but also your outside accounts for a full scope of your spending, saving and investing activity.
Panorama allows clients to link outside accounts, such as 401(k)’s, brokerage, checking and savings accounts, credit card accounts, as well as mortgage, car loans and other liabilities.
CWM clients are able to use Panorama’s Secure Document Vault to review quarterly performance reports, save important documents, and share financial statements with our Private Wealth Management Team in a click of a button.
If you enjoy detail, Panorama breaks down each investment account into several different ways to include asset category (equities vs. cash/equivalents), asset class (Large Cap, MidCap, Small Cap, Cash/equivalents) as well as specific holdings per asset class.
The concept of Panorama is simple. We want you to be able to see all of your financial information in one panoramic viewpoint. Panorama helps us deliver on our promise of defining quality by providing comprehensive financial service customized to your needs.
The process to set up and use the Panorama app is designed to be intuitive. However, we understand apps can be difficult to navigate so we are happy to assist you step by step through the process.
The information herein is considered to be obtained from reference sources deemed reliable, but no representation or warranty is made as to its accuracy or completeness. Values may include accrued income and may differ from monthly statement values. Returns shown are net of fees. Performance shown is historical only. Past performance does not guarantee future results. Unless otherwise indicated, returns include the reinvestment of dividends and other earnings. No one connected with CIM, LLC can ensure tax consequences of any transaction. This report may include unsupervised assets, if applicable.

Neuerungen

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes