Strengthen your business with smarts, experts and technology
Below are a series of videos with Ken Lipschitz explaining the clear benefits of Your Portal Accounts processes, technology and know-how. Please view those which you find most relevant to your business.
Video: Your Portal is part of your business, we work with your advisors
Video: How Your Portal is an 'insourced' component of your business
Video: How you, as the client, control when and how you receive financial reports
Video: The benefit of good reports for gaining funding
Video: The ease of using our web portal, and how 90% of clients' needs are the same
2 Videos: How Your Portal tailors to your specifics