As we announced last fall, we are replacing our “legacy” portfolio management software with a modern, state-of-the-art platform. Thanks to the hard work of Vicki Simpson, Nate Porter, and the rest of our staff, we expect to graduate to the new program in early to mid-March. This will enable us to perform faster, more sophisticated data analysis – providing even stronger portfolio management for you. We have already begun using the new system for some internal functions; it is a fabulous tool! Just like that feeling of anticipation a senior has in their last few weeks of high school, we too have spent lots of time preparing for this next “stage of life” and are excited to finish up with the old system.

A major benefit of the new system will be a new client portal. It gives you access to more up-to-date data and allows you to perform analysis of your own. We will “celebrate” our software graduation by setting up every client with secure access to your new portal during your Annual Review meeting (no gifts please, just the honor of your presence).

This means that the former client portal, Modestspark, will be closed down at the end of February. If you are a regular user of the old system and would like to get set up on the new version prior to your Annual Review, please reach out to our Operations Assistant, Julie Gibson (julie.gibson@soundviewadvisors.com) and she will make arrangements to get you enrolled.