In This Issue:

Multiple Client Portal Access per Household

Last week we made a number of platform enhancements, the most exciting of which is that multiple clients can now access a household.

Models Returns

See how models are performing in our latest report, now available in the Freedom Advisors Resource Center and via the link below.

Did You Know? You Can Personalize Your Default View for Contacts & Service Center

After you have updated your view and filters, you have the ability to make this your default view after you save the updates. You will see this customized default view every time you navigate to these areas on the platform.

What Factors Were Behind a Second Week of Losses for Balanced Portfolios?

What is the IMF’s Forecast for Global Growth This Year? What Did Q1 GDP Figures Reveal About China’s Economy?

Explore Our Investment Insights Center

See the latest up-to-date thinking and insights from our money managers on the Freedom Advisors platform.

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