Focus Partners Wealth

Focus Partners Wealth

About this app

The Focus Partners Wealth Client Portal helps keep you connected to your wealth advisor and your financial life—anytime, anywhere. View accounts, message your team, exchange documents securely, stay on top of tasks, and monitor the progress of your long-term plan in one trusted place.

Key Features:

· Log in to view account information

· Direct messaging with your advisory team

· Secure document exchange

· Shared tasks and reminders to stay organized

· Timely market news and financial insights

· Track progress toward your goals over time

Download the Client Portal for a simple, secure way to collaborate with your advisor and stay confident in your financial future.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011.

What’s new

Bug fixes and Enhancements