Getting Ready for MATRIX360® Financial Planning and Investment Advisory Services

To get started, clients first must get organized.

MATRIX360® financial planning services and MATRIX360® investment advisory services involve various steps and processes.

To learn more about the types of documents and information that must be gathered and provided for MATRIX360® financial planning services and MATRIX360® investment advisory services, please contact the firm at 301.321.3600 or via the Contact page on this website.

Once all relevant documents have been gathered in digital format, The Connemara Group assists clients in uploading all materials to the firm conveniently and securely via Citrix ShareFile®.

Client documents are highly protected using state-of-art Microsoft Azure systems and firewalls. The firm conducts many but not necessarily all MATRIX360® financial planning and investment advisory services using two-factor authentication access to Microsoft Azure virtual desktop systems and applications with additional required two-factor authentication access to many but not all other applications.

For household organizational and documents storage purposes, The Connemara Group makes available to its clients Everplans®, a highly useful application that can be set up for two-factor authentication access only.