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About this app

The Motive Portal is a secure, personalized app designed to serve as the digital hub of your entire financial picture and plan. Key features include:

· Investment portfolio reporting – review your current Motive-managed investment portfolio holdings, asset allocation, performance, and more via interactive tables and colorful charts.

· Net worth reporting – review a complete picture of your entire net worth. You can even link outside financial accounts—such as retirement plans, bank accounts, and mortgages—so that values update daily.

· Document vault – access your important financial documents—such as estate documents, insurance policies, and tax returns—within the secure, cloud-based document vault.

· Financial plan summary – review a current report of your custom-tailored financial plan.

· Collaboration – enable your professional advisors—such accountants, attorneys, and insurance specialists—to collaborate in real-time by providing them viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.
Updated on
Jan 4, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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What's new

See your complete financial picture and interact with your financial advisor