We are very happy to be announcing the release of our RDFA Dashboard. This technological tool will allow you to easily view everything about your financial life in one secure, online environment. Whether on your computer, iPad or smart phone, you can access all of the important information about your investments, bank accounts, legal and tax documents, and more.
Here is a screen shot showing an overview of what this RDFA Dashboard will be able to do for you.
We have been in a beta-test environment since the beginning of the year, and have been thrilled with the results and feedback received. It's now time to roll it out to all clients who have an interest in taking advantage of this new offering from RDFA.
If you would like to get started using the RDFA Dashboard, please simply respond to this email. Michele Daniher and our two summer interns, Jack Hannan and August Snelbaker, are running the client implementation and will be happy to assist you. We know that you will get a lot of benefit from it.
Should you have any questions at all, don't hesitate to ask. We are here to help.