Client Access
Financial Compass
- Designed to help you manage you entire financial picture.
- Automatically links to the accounts Global Financial Partners manage for you.
- Provides the ability to link outside accounts such as bank accounts, and credit cards.
- Allows Global Financial Partners to add other assets such as real property, and business interests.
- Create personal financial statements such as Net Worth, Balance Sheet, and Cash Flow.
- Store important documents, pictures, and other files in the "Vault".
- Contact our office for access to this system.
Account Performance Center
- Designed for performance reporting on all accounts Global Financial Partners manage for you.
- Access to your accounts anytime, from anywhere on a secure site.
- Flexibility to run reports on your desired time frames.
- Look at individual accounts, or all your accounts together.
- If accessing the Account Performance Center for the first time, click on "Access Account Performance Center" below and then click on "Register Now"
- The first time you register use the temporary password "GLOBALTEMP".
