Helping our clients simplify their financial lives
One of the most important parts of your financial life is knowing what you have and where it is. Our clients get free access to our technology partner Blueleaf, a user friendly platform that gives clients 24/7 access to all of their accounts, no matter where the account is held! This is a secure way to manage and proactively monitor all of your money. This platform automatically checks ALL of your accounts and lets us know quickly and easily if you are on track. If you ever fall behind we get alerted right away, and we create a game plan to get you back on track.
All Accounts in One Place.
Tired of your advisor not monitoring your 401k, 403(b) and your other accounts they don’t have? Use our wealth monitoring and simply add any account to our platform so we can monitor and provide proactive recommendations on accounts not held directly at Falcon Investments. We all lead complex financial lives, but now you’ll never piece together multiple account statements or visit multiple financial sites again! We provide you a way to see and monitor it all, know your total net worth and keep your financial goals on track.
24×7 Portfolio Monitoring
We know you’re busy and that you probably don’t choose to spend all your free time monitoring your investments. That’s one of the great benefits of being a client of Falcon Investments – even when you’re not watching, our technology is monitoring your investments around our rebalancing parameters. When a security or asset class in your portfolio falls out of balance, we’ll send you an email letting you know it’s time to rebalance.
Put yourself in the driver’s seat with you investments. You can track your investments by account, asset class or individual security with wealth monitoring. Know what you own, how it’s performing and how your portfolio compares to major indices.
Just how diversified are you? Find out with just one click. Discover where you’re invested, from international stocks to bonds, from alternatives to cash. Find the exact percentage of each asset class within your portfolio using our wealth monitoring services.
Weekly Email Updates
We want to keep you in-the-know about your financial life, from asset allocation to investment performance. That’s why we send you updates every Sunday summarizing weekly highlights and any insight we may provide to help you keep your finances on the right track.
On the go and need to check your money? No problem. Our mobile friendly platform makes it easy to see account balances and transactions, investment performance, and market gainers and losers—no matter where you are!