INTERACTIVE ASSET MANAGEMENT
Monitor your portfolio utilizing an easy-to-use interface exclusive to SVA Plumb Financial clients.
It is important to us at SVA Plumb Financial to provide you with the ultimate client experience. That is why we are excited to present a new secure and interactive way to view your portfolio online. SVA Plumb Financial has partnered with Modestspark, an application that powers dynamic reporting to provide you with an easy way to understand information regarding your accounts. Portfolio value,
account balances, position details, and quarterly statements are only some of the data instantly available to you on your tablet, smartphone, or computer.