Well, fall has exploded on Northern Arizona, and this season in Phoenix couldn’t be nicer! October is here and the Holiday season is coming up fast. While you are all working on your Fall projects, we at Arizona Capital Management have our own “to do” list. Our primary focus now is getting all our clients enrolled in their client portal, it’s called Advice Works.
You have probably received an invitation email from us, and some of you have enrolled and some haven’t. This portal does many things and will be the hub of our future client communications. The best way to see how the portal works is to click the video below. After watching, if you haven’t enrolled click the email tab and let us know, we will send you an invite. If you are enrolled the attached will probably tell you things that you may not know are even available. Go in and explore! And please reach out to us if you have any questions about your personal virtual vault.
One of the best ways to help you create a stronger financial future is to ensure you have complete access to your financial picture and make it easier for us to collaborate.
To keep you informed and keep us connected, you now have access to AdviceWorks®, a powerful technology tool where you can view all your financial data and easily and securely share documents.
The platform allows us to work together, at any time and from anywhere, to create, adjust, and track progress toward your financial goals. It’s designed to give you real-time transparency into your finances and help you get more out of us working together.
Get started and enroll today: client.adviceworks.net/auth/self-register. You’ll also be required to verify your email and mobile number, since it’s required for the platform’s security settings. Once you’ve received the information, enrollment takes just a few minutes—you can call any time with questions.
Looking forward to connecting with you in this new way!
Introducing AdviceWorks with Self-Enrollment
October 15, 2021