Performance & Monitoring System
VISION 2020 ONEVIEW is the portal most frequently visited by clients. This system integrates portfolio accounting and performance reporting to provide a “CEO View” of all of your accounts and assets managed by our team.
Click Here To View Performance
Account Statements & Tax Documents
NETX Investor is our secured system that serves as a “Vault” to store and organize each of your brokerage and advisory account statements and tax documents.
Click Here to Retrieve Statements