Phraction offers consolidated reporting services for clients in order to provide a more holistic view of all assets. Whether you use one institution for all of you banking/investments or (more likely) use different institutions for your investment accounts, mortgage, credit card, banking, and 401(k), we can provide one monthly statement containing all accounts and assets in your financial ecosystem.

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Clients also have a personalized Client Portal both online and through the Phraction mobile app which gives 24/7 access to portfolio balances, holdings, transactions, and performance. 

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