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An online portfolio valuation tool that meets the requirements of today’s investor.

Living up to our goal of delivering a personal, relationship-driven service requires an online portfolio valuation tool that meets the requirements of today’s investor.

Having been one of the pioneers in developing a proprietary online tool for our clients, we are in the fortunate position of being able to update according to our clients’ needs.  By not having an off-the-shelf solution we are able to keep the tool current and relevant.

Access our online valuation tool today. 

Download the JM Finn app in the app storeDownload the JM Finn app in the Google Play store

We also offer a free iPad, iPhone and Android app to help you view your portfolio on your mobile device.