Motive Portal

The Motive Portal is a secure, personalized app designed to serve as the digital hub of your entire financial picture and plan. Key features include:

· Investment portfolio reporting – review your current Motive-managed investment portfolio holdings, asset allocation, performance, and more via interactive tables and colorful charts.

· Net worth reporting – review a complete picture of your entire net worth. You can even link outside financial accounts—such as retirement plans, bank accounts, and mortgages—so that values update daily.

· Document vault – access your important financial documents—such as estate documents, insurance policies, and tax returns—within the secure, cloud-based document vault.

· Financial plan summary – review a current report of your custom-tailored financial plan.

· Collaboration – enable your professional advisors—such accountants, attorneys, and insurance specialists—to collaborate in real-time by providing them viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.