Preview of AdvantageOne
by Chris Van Meter, M.B.A., E.A.
More and more, our clients are asking for online access to view their accounts. For that reason, we at Van Meter & Van Meter, LLC are happy to announce that we have invested in a powerful web-based account reporting platform that will enable you to view all of your investments with us anytime, anywhere.
This new tool is powered by the AdvantageOne management system developed by Albridge Solutions and supported by our broker-dealer, Cadaret, Grant. There is no charge to our clients for this excellent online tool!
Now, what we like best is that the AdvantageOne system offers you convenient consolidated reporting. This means that even if you have investments with many different financial organizations, such as mutual fund companies, insurance companies, and brokerage firms such as Pershing, all of these investments will show up on a single, easy-to-read online report as long as we are your representatives on those investments.
In addition to giving you consolidated account overviews, AdvantageOne also enables you to see your recent transactions, and the value of your assets.
We cannot wait to help you get signed-up for access to this new web-based account tool. Give us a call at (315) 823-9200 and we will get you started!