As previously announced, AEPG upgraded its Investment and Portfolio Management Platform in the 4th Quarter of 2018. In conjunction with that upgrade, AEPG has just launched its new client portal and a related mobile app so that clients can access their portfolio information more easily.
AEPG has always taken pride in utilizing cutting edge technology. The new platform provides several enhancement s to our investment platform, including:
- Improved performance reporting
- Improved client portal
- Lower cost
- Improved efficiencies
- Integration with our financial planning software, My Wealth Strategies
We are excited about this change for the better and look forward to the improvements it will bring. We believe that clients will like the improvements and will find the new system easier to use and understand.
If you go to the Apple App or Google Play store, search for AEPG and you will find the AEPG Wealth Strategies App.
Download the app and open it. You will be promoted to log in using your Tamarac ID and password:
Please contact your Financial Life Planner if you would like more details or if you have any questions or difficulties logging into the application or have not received a login for your portal.