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A secure, all-in-one digital client portal that provides 24/7 access to your complete financial picture. With this platform, you can view all your accounts, track your financial goals, securely share documents, and collaborate with McKay Retirement Consultants in real-time from any device.

This online client portal provides easy access to your AssetMark investment portfolios, lets you monitor your financial goals, and allows you to retrieve account documents through a user-friendly digital dashboard.

A financial data aggregation and reporting platform enables you to view transactions from all your linked accounts and track performance. You can access clear, professional reports on your portfolio at any time.