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We are thrilled to announce a series of technology upgrades that are on the horizon and are designed to improve the client experience and overall engagement with StraightLine’s team. We believe that with greater connectivity comes greater opportunity for us to help maximize our clients’ potential to achieve their financial goals. The technological investments we have made are meant to complement the human engagement that is so critical to the advisor/client relationship as we support each and every client’s unique financial journey.  Today we would like to share some of the changes that are already in place and others that are on their way in the coming weeks and months.
NEW WEBSITE IS THE FOUNDATION FOR OUR FUTURE ENGAGEMENT WITH CLIENTS Recently we launched our new website, which is focused on improving our clients’ digital experience through technology. We hope when you visit you will immediately see that it reflects our commitment to you and our focus on your needs. The website was designed with three key objectives in mind:
NEW AND EXCITING FINANCIAL PLANNING TOOL FROM MONEYGUIDE PRO Everyone deserves to have a plan for their financial journey. That is why you can immediately access our new financial planning software and calculators by registering on our website. Whether it is simply creating a budget, planning for college savings, assessing life insurance needs, checking on your retirement readiness, or creating a financial plan, there is something for everyone. To navigate to the Client Tools page, see the instructions provided below:
Do not worry if you are not sure how to use the MyPlan software. You cannot break it! When you meet with your StraightLine financial advisor, they can discuss how to best use the tool based on your personal circumstances. In addition, we will be conducting a series of webinars and offering an array of training videos to help clients understand how to utilize this powerful new financial planning tool. COMING SOON – ENHANCED CLIENT PORTAL POWERED BY BRIDGEFT The client portal will give you a new way to view and monitor your accounts managed by StratightLine including reporting that is sharable through the portal. While the new client portal is available on our website today, we are still working to finalize the integration of client data with the tool. You can find the portal by navigating to the Client Tools page by using the instructions provided above. However, access to the Client Portal must be initiated by a member of the StraightLine team before you can login. As we meet with clients, we will be setting up access. You are welcome to contact our office to set up a meeting with your advisor or a member of the StraightLine team to establish your access to the BridgeFT portal. COMING SOON – ORGANIZE YOUR LIFE WITH EXPANDED ACCESS TO SECURE VAULT FROM EVERPLANS Everplans is a secure digital vault that helps people organize and securely store all the important details in their lives. This includes everything from financial assets, estate planning documents, insurance coverages, eldercare living preferences, and even cherished family photos, recipes, letters to friends and family, passwords, and so much more. We expect Everplans to be available on the Client Tools section of our website in the coming weeks. However, like the BridgeFT portal, your access must be established by a member of the StraightLine team before you can login and start using this new tool. You know what they say, “Rome wasn’t built in a day,” so we ask for your patience as we continue to improve your client experience. And stay tuned – there is more exciting news to come! We invite you to visit www.StraightLine.com now. It is your one-stop resource for everything you need to know about StraightLine and how we can better serve you. Please feel free to share the website with your friends and family members, too. There are many helpful tips and ideas for non-clients there as well.
PROFESSIONAL DESIGNATIONS:
Fi360, a Broadridge Retirement and Workplace, Inc. owned company, licenses the designation marks Accredited Investment Fiduciary® and AIF® in the United States. Attainment of the AIF® Designation demonstrates initial and ongoing understanding of the Prudent Practices® and methodology. Designation requirements include training, exam, experience, ethics and standards components-- more information is available at Professional Designations. DISCLOSURE: Information presented is for informational purposes only. StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. StraightLine is not required to update information. presented, unless otherwise required by applicable law. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366. Comments are closed.
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