HamiltonCapital

Client portal where current clients can access managed account information.

Developer: Hamilton Capital

App Size: Varies With Device

Release Date: Jan 8, 2024

Price: Free

Price

Free

Screenshots for App

Mobile

Welcome to Hamilton Capital’s secure online Client Portal through Orion Advisor Services, our portfolio management software partner.
With this portal, you’ll be able to take advantage of the following features:
-Access to view all accounts
-Electronic access to statements, if elected
-Dashboard view of account information
-Access to custodial statements
There will also be quick links to other tools, such as our Wealth Management System (WMS) and Charles Schwab.

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HamiltonCapital 5.17.0 Update

2025-01-22 Version History

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

~Hamilton Capital