Harness the industry’s first integrated financial and tax planning solution featuring tax projections and tax-efficient distribution strategies. Our comprehensive suite of tools provides: Social Security optimization, sequence of return risk, stress testing, budgeting, cash flows and more.
NetXInvestor® is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.
Investments that you entrust to our firm are placed in custody with National Financial Services LLC, a Fidelity Investments® company. WealthScape Investor℠ is NFS' electronic trading and account-information platform for clients.