
Blog
Introduction
Whether it’s Excel spreadsheets or pen-and-paper logs, many investors still track their holdings manually. This approach can be time-consuming and prone to human error. Digitizing your investment management streamlines record-keeping and gives you real-time updates.
Benefits of Going Digital
Consolidated View: Monitor all accounts (brokerage, retirement, etc.) in one dashboard.
Fewer Mistakes: Automated calculations reduce the likelihood of costly errors.
Real-Time Alerts: Stay informed on market changes and performance metrics instantly.
Supporting Fact
A 2021 Charles Schwab survey indicated that 71% of investors who use digital tools feel more confident about their financial future compared to those who don’t1.
How Surmount Wealth Does It Better
Surmount Wealth unifies accounts across various brokerages and provides advanced analytics in an intuitive interface. Our platform’s cloud-based infrastructure ensures users can access
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