We frequently find that investment accounts accumulate over the years without an overall plan or structure. Our leading edge technology allows us to consolidate all of your financial accounts into a global view. This is a critical part of our planning process as it provides a real-time picture of your financial assets. It also often reveals a much higher or lower risk profile than ideal for your goals and objectives, and can indicate whether the costs of investing through multiple providers can be reduced through streamlining the investment process.