Access Your Account Data with JPH ClientView

We believe it’s important to track your progress towards your goals, so we’ve partnered up with state-of-the-art financial software companies to provide access to the value and performance of your investment accounts online. Previously, clients could access this information through a system we call ClientView. However, we are excited to announce that we are currently in the process of migrating data to a new and improved system, provided by BlackDiamond Reporting.

During the interim period clients will still have access to the old ClientView system to view their quarterly performance reports and other personal financial data. Please select the system you would like to access below, and enter your login credentials to access the site.

Old ClientView System

Click the button below to access the OLD ClientView system. If you have any questions about how to log in, have lost your login credentials, please contact Magda Richard at [email protected]

You will notice that we have redesigned our statements to help you read, navigate and follow more easily. The information you need has been restructured in a clear and organized format to show your allocation, a summary of your accounts, performance and activity, and the individual portfolio holdings.

New ClientView System

We are excited to announce that ClientView as you currently know it is being replaced with a newly improved, user-friendly client website called JPH ClientView. This system allows 24/7 access to continually updated performance and activity data about your accounts.

This new client portal will have its own separate URL and login information. Please reach out to Magda Richard via email at [email protected] or call us at 770-859-0076 to get setup on the new JPH ClientView system.

Ready to Talk About Your Plan?