Technology plays a critical role in life today. It is the force that is driving change, and is an important component of our relationship-based process. Lexington’s clients realize that we are transitioning to a much more complex and interconnected environment where the intricacies of planning, implementation, and communication must be well coordinated, flexible, and agile.
At Lexington, technology isn’t the solution; it is a tool that facilitates our collaborative process, providing information for more comprehensive planning, improved communications, detailed reporting, and 24/7 access to information. We partner with industry-leading technology providers who have the necessary depth and experience, along with the commitment to refine the tools to meet changing needs and technological innovation. The deep experience of our Alliance Team combined with smart technology allows us to provide 360 degree solutions, based on each client’s unique needs with increased efficiencies, and a dynamic customer experience.
- Access to consolidated data provides a composite of your complete financial picture and allows us to better evaluate your situation and assist you in achieving your life goals.
- Smart technologies and techniques facilitate your being an active participant in the planning process.
- Gives you access to everything, any time and on any device
- Provides a personal secure wealth management portal
- Allows videoconferencing and facilitates scheduling
- Engaging and understandable reports
- Detailed, goals-based reporting to track your progress and provide insight to make any necessary adjustments to stay the course
- Educational resources to help improve your financial knowledge