Halliday’s Digital Advice Program is a highly customizable investment solution that brings together the simplicity and cost of a digital offering with the reputable, personalized service that our clients have come to expect from our dedicated wealth managers.
The digital advice process is designed to automate goal planning, risk tolerance, asset allocation, account opening, fund transfers, client communications and much more. Once an account is established, the client has the ability to customize their online experience with our personalization tool and full control over their new digital advice account, while having the capabilities of aggregating outside accounts as well. This new Personal Financial Dashboard allows our clients to monitor their full financial picture while tracking the overall success of their comprehensive financial plan.
At Halliday Financial, we take pride in fostering your financial safety. We assist our clients through every phase of the financial lifecycle, from starting a career and family to retirement. We take satisfaction in seeing our clients realize their dreams. Contact us today…