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A multicolored pie chart with several segments of varying sizes, including prominent red, yellow, and pink sections. The chart is displayed on a light gray background. No labels or data values are visible.

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
Log in to Griffin Black Portal
Logo of Altruist with two overlapping green circles on the left and the word "Altruist" in black text on the right.

Altruist®

  • e-Delivery – Going Paperless​
  • Tax Documents (1099, 1099R, etc.)
  • ​Account Statements
Log in to Altruist Portal
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budget & Spending
Log in to EMX/Emoney
Logo of NetXInvestor featuring the text "NETX" in gray and "INVESTOR" in orange, with a stylized arch above the text.

NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications
Log in to NetXInvestor