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Personal Finances Logins

Below you will find logins to the services most often used by our personal financial clients. Wealthscape Investor provides direct access to Brokerage accounts custodied at National Financial Services. My Virtual Planner is our Financial Planning system that offers account aggregation, budgeting, reporting, and forecasting. Envestnet is our Performance Reporting system where you can find Quarterly Performance Reports on all of the investments you maintain with our firm.