Access your wealth management tools.

The tools you need to gain insight into your finances — at your fingertips.

Balentine Blueprint™

Exclusively for our wealth management clients, view your full financial picture with real-time values, access your secure document vault, and track spending.

  • Full balance sheet
  • Spending categorization from linked accounts
  • Document vault

Addepar Client Portal

View performance information for Balentine accounts and outside accounts if applicable. For 24/7 access, you can download the Addepar app. In this portal, you will see:

  • Asset allocation breakouts
  • Performance reporting
  • Private capital details

Pershing Investor Portal

View your Balentine managed accounts held at our custodian, Pershing. You can also download the Pershing app. This portal provides the following:

  • Tax documents
  • Trade confirmations
  • Holistic transaction data