Flower City Capital utilizes industry-leading platforms to support the financial planning and investment needs of our clients. Each platform may be accessed through the links outlined below.
Financial Planning Portal
- Real-time financial planning overview of total net worth
- Connect credit cards and other accounts to track spending
- Unlimited document storage
Investments Portal
- Customized portal for reviewing portfolio details
- View quarterly reporting from Flower City Capital
Schwab Custodial Portal
- Real-time access to your investment accounts
- Directly monitor balances, positions and history
- Electronically sign and approve forms
A Deeper Dive Into Our Technology Systems
Our team has created a reference manual which provides an even more thorough overview of each system. Click below for reference.
View Our Technology Overview