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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.

Access Financial Compass

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".

Access Account Performance Center