Online Valuations
From here, you can link, using the options below, to our three online portfolio valuation services. Within the Client Reporting, you can see an up-to-date valuation, (valued daily) if your investments are managed under our Discretionary services, excluding Thoroughbred Wealth Management™ MasterAccount.
That option is next on the list, and you will already have a secure username and password to use that site. Finally, the Thoroughbred Wealth Management™ Wrap will allow access to live valuations for those clients signed up to this service – again, you will already have User ID and Password.
For access to the Client Reporting as a guest, please contact us using the online form by Clicking Here to obtain a username and password. This will enable you to see an example portfolio and reporting structure.
Client Reporting
- To access Online Client Reporting: click here
- To access the Thoroughbred Wealth ManagementTM Master Account : click here
Thoroughbred Wealth ManagementTM Wrap
- To access Thoroughbred Wealth ManagementTM : click here