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New BDF Portal Coming Soon

While your investments and net worth aren’t what define your full life, they are an important part of how we help you achieve what you want out of life. We are excited to announce that we have built a new BDF Portal to help simplify your financial life and bring everything you need together all in one place.

  • Real time review of your financial plan
  • Account aggregation so you can view all your assets (not just what BDF manages)
  • Daily dynamic performance reporting

These are considerable changes and we are rolling this out a client at a time as we meet with you. If you are as excited as we are about the new BDF Portal, please contact your wealth management team to setup a time to get together. Until then, please continue to use the current BDF Portal.