WFG Solution 360°
Solution 360° integrates and aggregates the information you choose. The secure Client Portal allows you, the client, a “window” on the web into your own financial picture, including selected reports, financial calculators and up-to date statements. The secure site includes an electronic vault which you may store important documents or keepsake pictures protected from loss or destruction. The Client Portal is a two-way communication which enhances your experience by keeping you current and knowledgeable. This connection to advice and your assets helps you keep in touch with your financial situation and share it with those you choose.
Watch the WFG Solution 360° Client Video.