Empowering you to lead with insight
The new CG Client Portal delivers the confidence today’s investors expect, setting a new standard for how you deliver value.
At the heart of the platform is a clear, real-time snapshot of total wealth—featuring consolidated assets and up-to-date balances, organized for instant clarity. Streamlined navigation ensures effortless movement between client portfolios and account-level detail.
Every element has been intentionally designed to strengthen client relationships and reinforce your position as their trusted advisor.
Feature Videos
-
Overview
Clients now have a real-time, consolidated view of their total wealth, including asset allocation, account balances and key information about their registered accounts. Length (01:41)
Play video
-
Accounts
To explore their holdings, users can filter by account or client. This filter is now multiselect, providing users with more flexibility. Users can also sort their holdings information (new feature). Pricing data is 20 minutes delayed. Length (01:12)
Play video
-
Activity
The activity page provides a full transaction history from inception. The updated experience includes date filters, a keyword search, and an improved categorization filter. The transaction list can now be viewed at the account, client, and portfolio level. Length (01:07)
Play video
-
Documents
Smart filters and fast download options streamline access enabling clients to filter by date or document type, preview before downloading, and retrieve tax documents quickly at key times of year. Length (01:21)
Play video
-
Account Settings
This is the clients go-to spot for customizing how they interact with the portal. They can set their document delivery preferences, change their password or update their MFA settings. They can even nickname accounts for easier recognition. Length (01:26)
Play video
-
Tax Documents
Clients now have the option to download a zip file containing all available tax documents for the current filing year. A quick and convenient way to stay organized for tax season. Length (00:40)
Play video
Full Site Tour
Take a quick tour of the new CG Wealth client portal and see how the updated design and powerful tools make accessing your account information easier than ever. Length (07:25)
Please be advised that the design and features of the new portal are CG intellectual property and these videos should only be distributed to our clients.
Advisor Resources
Advisors can now log in and see exactly what their clients see. Use this tool to search by name or Client ID and get full visibility into a client's CG Wealth account making it easier to support, troubleshoot, and serve.
Client Connect
Introducing the new Client Access Portal
To help you and your team learn about the new portal, this PowerPoint deck provides a summary of the enhancements and details of the new features on each page.