Client Portal

all-in-one

The Client Portal gives you the ability to show your clients all of their accounts, all-in-one place, wrapped up in a minimal design that is easy to navigate.  Performance, account values and more are shown in large, beautiful graphics to put the information you want clients to see, front and center.

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PLANO OFFICE

5700 Granite Parkway, Suite 200

Plano, Texas 75024

 

tf: 888.304.6942

ph: 214.317.4293

fx: 214.296.9353

info@fulcrumeq.com

Fulcrum Equity Management, LLC (FulcrumEQ) is an SEC registered investment advisory firm and is currently notice filed in the states of LA, TN and TX. This is not an offer to sell securities in any other state or jurisdiction.

 

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