SAM News

[Demo Video] SAM's Advisor Portal

Posted by Gerard Michael on Aug 18, 2022

 

A six minute demo showing the capabilities of SAM's Advisor Portal.

SAM's Advisor Portal

 

Looking to see SAM’s Advisor Portal in action? 

Watch SAM’s co-founder and President, Jerry Michael, use SAM's Advisor Portal to onboard and customize a new client’s tax-managed account. We’ll replace an ETF with a direct index, add a tobacco screen, a security constraint, custom cash management settings, and then set up a multi-year, tax-sensitive transition.

All in about six minutes.

Click here to see the full demo.

Gerard Michael
Gerard Michael

President, Co-Founder