Ivanoff Wealth

Ivanoff Wealth Management Inc

About this app

Ivanoff Wealth Client Portal is your all-in-one solution for managing and optimizing your financial journey. Empower yourself with powerful features designed to enhance your financial well-being and provide a comprehensive view of your financial landscape.
Key Features:
1. Dashboards for Comprehensive Insights:
Monitor your financial performance with dedicated dashboards for Performance, Holdings, and Transactions.
2. Aggregation of Outside Accounts:
Consolidate and track all your external accounts in one place for a holistic financial overview.
3. Balance Sheet:
Stay informed about your assets and liabilities with a detailed and interactive balance sheet.
4. Net Worth Summary:
Gain a clear understanding of your overall financial standing through a dynamic Net Worth Summary.
5. Retirement Tracker – “What If” Scenarios:
Plan for your retirement with ease by exploring various scenarios and making informed decisions.
6. Goal Tracking & More Planning Tools:
Set, track, and achieve your financial goals using intuitive tools that adapt to your evolving needs.
7. Document Vault:
Securely store and manage important financial documents in your personalized Document Vault.
Why Choose Ivanoff Wealth Client Portal?
User-Friendly Interface: Navigate effortlessly through a user-friendly interface designed for both beginners and financial enthusiasts.
Comprehensive Planning: From retirement scenarios to goal tracking, our app covers a wide range of planning tools to help you shape your financial future.
Secure Document Management: Rest easy knowing that your sensitive documents are stored securely in your private Document Vault.
Real-Time Insights: Stay up-to-date with your financial status with real-time data updates and dynamic visualizations.
Personalized Experience: Tailor the app to your unique financial journey, ensuring that you have the insights and tools you need at your fingertips.
Transform the way you manage your finances. Download the Ivanoff Wealth Client Portal now and take control of your financial destiny.

What’s new

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes