Concordia has worked hard to integrate different technologies in order to alleviate these issues and others.
Our technology and reporting program provides the following:
- 24/7 access to your financial plan and planning recommendations
- Up-to-date Concordia supervised investment account performance
- Up-to-date unsupervised investment account performance
- Up-to-date balance sheet and net worth statement
- Up-to-date cash flows, expenses, income and budget
- Storage of and 24/7 access to all important personal and financial documents
- 24/7 access and customization of different reports regarding your financial planning, investment accounts and performance.