Broker Check

Client Experience

CRSG Client Portal

View all accounts within your household including a variety of details in a user-friendly dashboard. Easily access your account statements and tax documents as well as reports from your CRSG team. Powered by Black Diamond.


Appointment Calendar

Schedule your meeting or consultation.


Financial Planning

Collaborate and explore your financial landscape in real-time. Expanded features for financial planning clients.

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Risk Assessment

Explore your unique tolerance to risk and market exposure utilizing our new Nitrogen tool. We will discuss portfolio alignment with you in follow-up.

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Account Aggregation

Securely link balances and holdings for your external accounts and liabilities for the convenience of viewing all of your financial accounts in one place. (i.e. bank accounts, investment accounts, 401k plans, loans, mortgages, etc.)

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