Our private online client access site is an extension of the service and attention provided by our wealth advisors.
From up-to-date portfolio values to the Financial Planning Workbook our clients build with their advisor, this site helps to create a more interactive and fulfilling wealth management experience by placing key information and resources at your fingertips 24 hours a day, 7 days a week.
Subscribers gain live access to:
Portfolio values and drill down to every transaction
Follow your portfolio’s progress – see how and when your investments move.
Rate of return for each individual investment
Stay on top of how each investment contributes to your portfolio’s overall performance.
View the asset allocation of your portfolio.
See where your money is invested and check your portfolio’s range of diversity.
Financial planning documents
This site is your one stop to find details on your entire financial picture, including your latest meeting notes, tax returns, Wills, trusts documents and more.
Update your files electronically
Scan and email us your most recent files, from your latest tax return to updated corporate documents.
For More Information
on what we do for clients
- Client Stories
- 8 Reasons to Become a Client
- Financial Advisor's Report Card
- NWM's Principles & Values
- Fee-based Advice
- Investment Results
- NWM in the Media
