Client Resources

Follow the links below to access resources for Balanced Rock clients:

• • Quick & Secure File Upload – via Sharefile, no login required

• • Screen Sharing and Presentation Access – via Join.Me (for PCs)

• • Apple Users Screen Sharing – Download the Free Join.Me App Here

• • 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.