Client Services Update

New and Improved AdvisorClient.com

The team at BWFA strives to provide an unparalleled level of service to all our clients. This includes addressing all client issues and concerns immediately and efficiently, providing important information to our clients that may help them better achieve their financial goals, and, at times, bringing our clients together for a little education and fun.

However, in between those direct interactions, it is also part of our client service mission to provide an easy way for you to access all client account information, wherever and whenever you like. To that end we are pleased to announce a new and improved online experience with AdvisorClient.com.

In a simpler, more readable format clients can now look for interesting new features including:

  • Upcoming cash activity: Provides details on upcoming cash disbursements and deposits
  • Retirement information: Contributions, Distributions, and RMD Information will be easily found on the landing page
  • Position level gain/loss information: Sourced directly from our cost basis engine, Gainskeeper
  • Tax document e-delivery enrollment: Clients will have the ability to opt into electronic delivery of tax  statements in lieu of receiving a paper mailing

We are extremely excited about these enhancements and look forward to working with you to improve (or begin) your online experience. As always please do not hesitate to call us for help getting online, or for any other questions you may have regarding the AdvisorClient.com experience. It is our pleasure to serve you!

Meghan Manas | Director of Client Services | mmanas@bwfa.com

bwfa encrypted email service

Though BWFA has always used email encryption technology, a new and improved platform is now available. Client confidentiality and safeguarding data is one of our top priorities. Whenever you need to send a sensitive message or confidential file to one of our staff members you can do so knowing that the message will be secure and fully encrypted by AppRiver technologies. BWFA invites all of you to begin using our new email encryption service available through our website bwfa.com/encryptedemail.com.

We always look for applications that we feel our clients will find easy to use and provide quality results. Simply sign on to our website (bwfa.com) and hover over Client Access. From here select Email Encryption Services on the drop-down menu. Simply follow the instruction on how to create an account and you’re finished.

If you have questions on any of our client services, please feel free to contact us anytime.

Joseph Caputo | Chief Information Officer & Associate Portfolio Manager | jcaputo@bwfa.com