Complete ID vs 3Roots Client Portal

Complete ID provides you with solutions that protect your digital privacy. Safe Browser will help keep your internet browsing safe and private. Block ad trackers, unwanted ads and protect yourself from unsafe sites known for phishing, poor security, and breaches. Browsing the web privately and securely with a full-featured safe browser will help you: 1. Prevent third parties (social, ads and data harvesting networks) from accessing the user's private information (browsing history, account logins, personal and financial information). 2. Prevent users from going to an unsafe website that is associated with data breaches, or poor security. Safe Browser is a full-featured web browser that isolates your data from the default web browser that comes with your device. Your browsing history, bookmarks and settings are encrypted and never leave the device. Safe Browser allows you to open multiple tabs, view full screen video in landscape and portrait, and bookmark your favorite sites. For your safety and privacy, Safe Browser comes with an ad blocker and a site reputation shield. The site reputation shield will check for harmful sites as you browse the web and warn you before you visit them.

Rooted in Trust. Growing Together. The 3Roots Client Portal is your secure, personalized gateway to your financial world. Designed exclusively for clients of 3Roots Wealth Partners, our app brings transparency, convenience, and clarity to your wealth journey — anytime, anywhere. With an intuitive, modern interface, you can: Access your accounts and view up-to-date balances and holdings Track performance and monitor progress toward your financial goals Review and share documents safely and efficiently Stay connected with your 3Roots advisory team through a seamless communication experience Receive updates on portfolio activity, financial planning milestones, and important firm announcements Built on industry-leading technology and safeguarded with institutional-grade security, the 3Roots Client Portal ensures your personal and financial data remain protected at all times. At 3Roots Wealth Partners, we believe wealth is about clarity, confidence, and connection — and our client portal is designed to keep all three at the root of your experience.