Caplan Financial Group provides clients with a secure data storage and management facility hosted on our website and accessible by you from anywhere you have a secure Internet connection. Your client portal offers the opportunity to keep in one place key documents and other financial information such as tax returns, legal documents and insurance policies that you want to be able to access easily.

Additionally, your portal provides access to our state-of-the-art financial information center providing regularly updated highlights of your financial accounts, including those managed by Caplan Financial Group as well as those accounts held elsewhere. This exciting tool allows you to see on one page all elements of your financial position and to drill down into the details of multiple accounts.