Client Resources

Follow the links below to access resources for Balanced Rock clients:
    • MoneyGuidePro Smart Portal – Financial Planning (includes FinaMetrica Risk Tolerance Assessment and Yodlee for account linking)
    • Orion – Client portfolio reporting portal for wealth management clients

If you have any questions, are having trouble, or would like access to these features, please contact us at office@balancedrockia.com or 617-971-8323.