Client Center
Modernize Wealth Client Center
Check our work anytime in our Modernize Wealth Client Center, home to two of our most helpful financial tools. Use the links below to login to your client dashboards to access and monitor investment performance, account information, statements, financial planning updates and more.
ModernPro Foundation Planning Portal
Via the ModernPro Foundation Planning Portal, you can:
View your ModernPro Foundation - your financial plan
Set all your financial goals
Organize accounts across your entire financial life
Track all spending
Monitor all investments
Create and manage your budget
Track accounts through our mobile platform
ModernPro Flow Account View
Monitor all investment
performance by date
View your account information
View statements
Access features such as Bill Pay
Contact Modernize Wealth Today
If you need help accessing your accounts, or have any questions, please don’t hesitate to reach out. You can talk to us at 480.346.1283 or email us at hello@stg-modernizewealth-dev.kinsta.cloud.