Daily updates keep you connected to the market and the growth of your portfolio.
Save time accessing your portfolio. CCMconnect® allows you to easily access all of your accounts using one login regardless to the custodian.
We keep your information secure. All client data is encrypted using a 256-bit encryption level.
CCMconnect® keeps clients informed to daily changes in their portfolios through the use of a single login, including:
- Portfolio & Account Values
- Investment Values
- Allocation Information
- Performance
- Growth of Assets
- Transactions