Secure online collaboration platform for Plan Sponsors.
Personal Financial Website - Retirement planning and account aggregation tool. Link any accounts you would like, whether under our management or not. From basic budgeting to cash-flow illustrations, we can use this tool to help build a personalized, cohesive, long-term financial picture.
24/7 access to live NFS account values, positions and account history, as well as paperless access to your Kestra Account Statements and Tax Documents.
Wealth & Performance Reporting for all of your accounts under our management. This tool focuses on in-depth investment performance reporting. It provides a “30,000-foot view” of portfolios, and lets us zero in on different areas at different time periods as each life stage is reached.