Your Personal Dashboard
As a client of The Dowling Group, you're provided with a secure, customized dashboard that lets you check on your portfolio wherever and whenever it's most convenient to you.
About Your Dashboard
- Check the status of all your accounts in real time, in one place, anytime, anywhere — securely
- Store and exchange private, encrypted messages and files with your advisor
- View the personally tailored financial plans you have created with The Dowling Group
- Use a variety of advanced financial planning tools
- Read research on specific companies, industries, or the overall economy