550 Silver Spur Road
Rolling Hills Estates,
At Arise Private Wealth, we value our relationships with our clients and the level of service we provide. To elevate our service, we have carefully chosen software applications that offer what we determine to be robust for support and resources.
AccountView is LPL’s provided online account portal. Log in here to see the market value of your accounts, daily price change and access your statements and tax documents. If you prefer to lighten your mailbox, click on the Gear icon and go to Preferences to change your statements to paperless.
Access through the link on our website at www.ArisePrivateWealth.com or directly at myaccountviewonline.com.
The Arise Private Wealth client portal hosted by Black Diamond is a comprehensive and dynamic site we hope will become your financial hub. Log in to view detailed portfolio performance, transactions, MoneyGuide financial plan outcome and much more. There is also an ability to aggregate outside (non-Arise) accounts so you can have one central place to view your accounts. There is also a secure online document vault that can serve as your “fire-proof safe” for important documents like deeds, estate plan and insurance documents.
Access through the link on our website or directly at bdreporting.com
Holistiplan is a tax planning software. Using advanced OCR technology, Holistiplan can read a tax return and creates a customized, white-labeled report complete with relevant observations in just seconds. The same OCR technology also pre-fills a scenario analysis screen allowing advisors to immediately identify key income breakpoints for tax planning opportunities like ROTH conversions, tax-efficient withdrawals, charitable giving, and much more.
MoneyGuide is one of the premier financial planning tools available to Advisors. Log in to view your financial plan and play with “what if scenarios” that allow you to model retiring earlier, spending more, or adjust other levers that may affect your plan’s “probability of success.”
MoneyGuide is one of the leading financial planning tools available. Log in to view your financial plan and explore “what if scenarios” that allow you to model retiring earlier, spending more, or adjust other factors that may affect your plan’s “probability of success.”
Taking the appropriate amount of risk to meet your financial goals while balancing your personal risk tolerance is at the core of our investment allocation decisions. Riskalyze is an award-winning technology that quantifies your acceptable levels of risk and reward as well as ranking your investment portfolio on that risk spectrum.
At Arise Private Wealth we value your unique attributes and are dedicated to guiding you through your financial journey.
550 Silver Spur Road, Suite 350
Rolling Hills Estates, CA 90275
(310) 270-9033 DIRECT
(310) 272-5871 FAX
(800) 934-4903 TOLL FREE
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