As a client of Twin Peaks Wealth Advisors, you will benefit from wealth management and planning softwares that provide portfolio performance reports, analyses, and other valuable perspectives that are only available to our clients. See below for screenshots and video walk-throughs of the unique technology platforms that our firm offers:
eMoney
Overview
Cashflow Report
Decision Center
Black Diamond
The Black Diamond Client Experience 🙌
Performance
Allocation
Timeline
Nitrogen
Overall Client Portfolio View
Your centralized portfolio view in Nitrogen, showcasing the most important attributes of your portfolio at a glance. Including total portfolio risk score (1-99, 99 being the highest amount of risk), total amount, and portfolio breakdown by asset class, to name a few.
Risk Score By Account Held
Nitrogen assigns a risk score to each of your accounts held with us as well as those accounts we don’t manage. Helping you see each account’s risk score and the associated risk score with the account’s current investments.
Stress Testing with What-If Scenarios
We know the markets can be unpredictable sometimes, that’s why we can use Nitrogen to create different market scenarios that allows us to assess your adjusted portfolio risk score if they were to happen.
Asset Classification Of Your Portfolio
Nitrogen provides a holistic view of the sectors by your portfolio is invested in, by asset class
Customized Risk Questionnaire
When you get started, the first thing we’ll walk you through is a short risk questionnaire that will help you understand your comfortability with risk and quantify it with a risk score.
