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Most clients use AdviceWorks to monitor their portfolios.
AdviceWorks
With AdviceWorks, you can collaborate with your financial professional, see all of your finances in one place, automatically generate your budget, share and store files, set goals, measure progress, and access all statements, tax documents, and trade commissions.
NetXInvestor
View your documents, sign-up for e-delivery, and import your data into programs such as Quicken and Turbo Tax.
Albridge
Generate dozens of extensive performance reports or get a quick look at how your accounts are doing on the dashboard.