MG&A MView™ Reporting
Our online platform provides an extensive roster of multi-custodian performance reports at several different levels. The key benefits to our integrated reporting capabilities include secure online access, account balances, activity summary, asset allocation, YTD income, dividend and realized G/L, performance vs. benchmark, contribution by asset class and list of holdings. These reports are highly customizable by individual account, by groups of accounts and by the entire household of accounts.
We understand you may not have all of your investment accounts at Meg Green & Associates, Inc. For those who don’t, the MG&A MView™ can be set up to provide a consolidated and complete review of your entire investment portfolio including both assets managed by Meg Green & Associates, Inc. and other financial institutions.
AVAILABLE NOW.....MG&A MView™ App is a fast and secure service for clients of Meg Green & Associates, Inc. In addition to being accessible through our website, clients may login using our MG&A MView App™. The App is optimized for the iPad iOS device and Android devices. It is available 24/7 using your existing MG&A Online Username and Password.