We have heard some positive comments from those who have signed into their Client Portal for the first time.
“This is a great dashboard with lots of good information right there.”
“It is easy to get to this information without a lot of hoops to jump through.”
We set up the client portal as part of our new portfolio management software. We feel the new Client Portal is the best way to share information securely with clients.
If you have received an invitation from us to log into your Client Portal, please give it a try. Should you have questions, feel free to call or email. We can hook you up!
You can log in using the link in the email we sent or from our website:
www.golden-trail.com - Client Login.