- Your most important investment account
- A unique portfolio that will provide positive return on your time investment (ROI)
- It’s Insulated from market volatility
- Signup and login to your account
- Update your profile information
- Create a comprehensive profile for your important people
- Quick access to each individual’s unique preferences…no more guessing!
- Never miss another opportunity to increase the value of your investments
- Build a repository of special events and shared experiences (past, present, and future)
- Create, Commemorate, and Celebrate these relationship moments
- Relive and remind each other of shared relationship experiences
- Attach detailed notes that capture and summarize the emotion of that moment and time
- Edit and update event details
- Create and schedule event actions for automatic delivery on your chosen date and time
- Every special event enjoys a yearly anniversary on your event timeline
- Push Notifications ensure that you never miss another important relationship moment. Notifications include:
- Birthday and anniversary reminders
- Relevant Hallmark Holiday’s
- Event anniversaries
- Delivery of scheduled events
- We help to keep the special moments fresh in your heart and mind
