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The Performance Reporting Video Demo is out...(Finally!)

The Performance Reporting Video Demo is out...(Finally!)

Posted by Tom on Feb 17, 2017

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In advance of our mind-numbingly delayed launch of our client portal for accessing performance reporting, which I had hoped to kick off at the first of the year, we are putting a demo on our web site, which you can watch HERE if you have an interest.  I promise that the performance portal is pretty intuitive, and I encourage you to just go in and look around at it.  We are going to be sending password information over the next day or so.  If you are one of our clients, your username will be the email address at which you receive your password message, and the password will be sent to you via secure mail.  After you log in, if not prompted automatically to change your password, please go to ADMIN SETTINGS inside the portal, and change it there.  We support good password security

I would like a call to talk about this

 

Call me with any questions, or email SUPPORT@PLANFORYOURTOMORROW.COM.

 

Topics: Investing and Digital Security Issues, Performance Reporting, Transparency, Tom Posts, investing