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Client Resources

Links to the tools and resources you need to manage your financial life.

Our Custodian Partners


Context Reporting


Context Reporting provides access to informative and easy to understand investment reports exclusively for accounts under our management. You can easily see a consolidated view of performance, asset allocation, and download statements and 1099's.


Context Reporting



Context Planning


Context Planning is your personalized view of your entire financial and retirement planning data all in one place - assets, liabilities, income, expenses, tracking towards your goals...and more.



Context Planning