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Clients of Arbor Private Wealth can access their most important financial information at one convenient place - the Arbor Private Wealth Portal. Conveniently review your investment accounts and latest performance reports. Keep track of outside account balances for bank accounts, mortgages, 401Ks, and credit cards. Keep your latest financial plan at the tip of your finger so you always know where you stand.
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What's New in APW Portal
5.14.0
September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
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