You experience a remarkable degree of personal service and control with Private Ocean. The sensation is dramatically enhanced by the way we use technology.
In our hands, technology becomes a potent medium for communicating with you. Log into your secure private portal anytime. There you’ll find a personal gold mine: financial plans and other critical documents; personal messages from us to you; account balances; performance reports that reflect your specific planning goals; and quite a bit more.
This harnessing of technology on your behalf is our CEO’s vision. In 2002, he created the client service software platform that’s now the industry standard for wealth managers nationwide. In 2007, his firm received the prestigious Charles Schwab IMPACT Award for Best-in-Technology.
Technology also facilitates seamless coordination between team members who work for you. Share important personal information with one of us and it immediately becomes accessible to everyone. Important events, key dates and deadlines are recorded and calendared. Nothing falls through the cracks.