View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.
Monitor asset performance with real-time KPIs including Generation, Performance Index, and Energy Index. Track asset states and generation data across sites. Navigate between locations and view recent alerts.
View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
