We are pleased to share a tour of our client portal. This is a key tool in our efforts to provide service alpha to our clients, consultant partners, and third-party agents. The portal offers access to information and content from performance and holdings to our latest investment insights. Additional features include preferred language set up and notifications when specified documents are available. We hope you find the client portal to be a useful resource for any questions about your investments with Wellington.
We are constantly working to enhance the client portal. Please let us know if you would like to see any new features that would improve your user experience. As always, your relationship team is available to answer any additional inquiries.
Pre-election ideas for investors: Lean into what you know (not what you don’t)
Continue readingMultiple authors