Complimentary Access to Our Powerful Portfolio Monitoring System
Portfolio Monitoring Software Reduces Your Investment Risk
If you’ve been investing in market-based securities, you probably understand how important market risk is. Not all investments are tied to the market, but any that you do have will face the risk of devaluation during the term of your investment. You can mitigate this market risk by monitoring your investments and until recently, this wasn’t easy.
The old way of doing things involved checking asset valuations on a daily basis. Not all investors have that kind of time, creating a monumental risk. Failing to closely monitor your investment could result in a significant decrease in value. At times, this may be a large loss that could require action on the part of the investor. By watching the investment more closely, you have better foresight and ability to take action. With a better picture of your investments, you will have more clarity and peace of mind.
Never Miss A Beat, Through Customizable Account Alerts
Your portfolio can’t monitor itself, but AssetLock can monitor your portfolio. There’s no longer a reason to worry about the value of your investments and check them on the dot every hour. Let AssetLock track your invesments for you and send personalized alerts when your account does the following:
- Receives Deposits
- Earns Dividends
- Reaches a New High Water Mark
- Has Elevated Risk (Yellow)
- Triggers AssetLock® (Red)
What is AssetLock?
How Is This Portfolio Monitoring Free?
As Founder and President of Austin First Financial, AssetLock provides me with selective access to their services. I have chosen to use that access to share one year of free service with you. This enables you to apply AssetLock alerts to accounts that may not be managed by an advisor, including 401Ks, 403Bs, 457Bs, & TSPs.* I highly recommend taking advantage of this service to monitor your investments.
*AssetLock is not guaranteed to be functional with all financial custodians
How Long Will I Receive Free Portfolio Monitoring?
I can’t think of a better way to monitor your investments, so that you can receive alerts when your account is updated.
You will obtain one year of free access to AssetLock Personal, whether or not your finances are managed by Austin First Financial, Inc.
Limitations of AssetLock
We can use on Solomon and retirement, but not for Schwab, Fidelity, eTrade
Is This Service Secure?
AssetLock has an unparalleled level of security, that will protect your information as you keep track of your investing. They utilize the following tools to guarantee the privacy of your financial information:
- Digital Certificates
- Secure Connection – HTTPS
- Session Management
- Data Encryption
- Financial Data Access Roles
- Audit Logs and Notifications
- Investor Account Access
- No Password Retrieval
Try it out for yourself, before we run out of free accounts!
Not sure what you would do if AssetLock sends you a low balance alert?
I knows the ins and outs of investing and can help you with your financial questions. Call today for a first-time, complimentary appointment: (512) 638-9499
