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Client Access

Albridge

Albridge allows access to a consolidated view of your existing portfolio managed by Catalina Investments. Information shown on Albridge is based on yesterday's market close.
 
 
Please do no attempt to register without obtaining the temporary password that Catalina Investments has assigned for you. For the password, please contact your financial advisor.

MoneyGuidePro

MoneyGruidePro is a sophisticated, goal-based planning software that allows us to design a high-quality financial plan catering to all life stages, whether it be college, retirement, estate and Social Security planning, asset allocation or insurance needs. MoneyGuidePro has the all-inclusive capability of integrating account balances from most major financial institutions as well as your major credit cards.

All clients receive complimentary access to MoneyGuidePro, please contact your financial advisor to schedule an appointment on account set-up.