In this episode, we are discusses how we empower clients with real-time access to investments and detailed performance reports. By leveraging Fidelity for account management and Black Diamond software for comprehensive, visually appealing reports, Presilium ensures that clients have a clear understanding of their investments, helping guide discussions around long-term financial goals.

Key Takeaways:

Real-Time Access: Clients can monitor their investments in real-time through Fidelity’s website and app, along with detailed monthly statements.

Comprehensive Reporting: Black Diamond software is used to generate visually clear reports, showcasing investment allocation and performance over time.

Historical Data: Detailed reports include performance data by year, showing returns, unrealized gains, and the evolution of each investment position.

Informed Decisions: These reports provide clients with the clarity and confidence needed to have meaningful discussions about long-term investment strategies.

Tune in to learn how detailed reporting can set the stage for your future investment success!

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This Video is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services.

The content of this Video is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this Video to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision.

Any third-party information contained herein was prepared by sources deemed to be reliable but is not guaranteed. Investment advisory services are offered through Presilium Private Wealth, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Presilium Private Wealth is also available on the SEC’s website at www.adviserinfo.sec.gov.