Clients now have access to a login portal and mobile app.
Andover, MA -- (SBWIRE) -- 05/22/2017 -- Cox Capital Management (CCM) is pleased to introduce a suite of new technology solutions that will give clients easier account access through both desktop and mobile devices. For desktop users, clients now have access to a login portal where they can view account balances, asset allocation and portfolio performance. Further, the portal provides access to a host of custom reports that will aid clients in preparing tax returns or gathering account data. As an alternative to the desktop login portal, the Cox Capital app is now available for iPhone and Android users and is free to download. These technology initiatives give clients the option to go entirely paperless by electing to receive their quarterly statements through the login portal. Clients may notify Bill Cox or Ethan Brown to request a username and password that will be valid for both the login portal and the mobile app. Finally, the login portal can easily be accessed by going to www.coxcapitalmanagement.com and clicking on "Client Access" at the top right of the web page.
In addition to the technology enhancements on the client side, CCM has also upgraded their portfolio management system to one of the most cutting-edge systems in the industry. The new software allows for easier and more accurate trading and account rebalancing, more reporting options, on-demand client presentations, and greatly enhances overall firm efficiency. With these improvements, CCM is positioned well to adapt to a changing environment and provide better client service. Moreover, CCM staff have been trained on the latest measures in internet security and privacy protection. Given the online security threats in the financial industry, the firm considers this a critical area and has demonstrated a strong commitment to safeguard client information. As CCM continues to grow, the firm remains committed to maintaining best practices, providing positive client experiences, and most importantly – continuing its 20-year track record of strong investment performance.
About Cox Capital Management
Founded in 1997, Cox Capital Management is a Registered Investment Advisor based out of Andover, MA that specializes in Investment Management and Financial Planning. The firm works with over a dozen nonprofit/foundation clients in addition to high net worth individuals and families. CCM has a history of success creating diverse portfolios that produce income, preserve and grow capital. Over the past several years the firm has transitioned from a traditional money manager to a more holistic wealth manager, providing financial planning, tax and estate planning advice.
For more information, please visit http://www.coxcapitalmanagement.com