Dear Clients,
In an effort to increase our cyber security, Panorama will have a Multi-Factor Authentication (MFA) upon logging into your account effective tomorrow April 30th.
MFA is a security feature offered by many websites and applications that significantly improves account security by using a two-step log in process to verify the person logging in is in fact you.
Please follow these steps:
1. Type in your username (your email) and password as usual.
2. Panorama will ask you to choose to have a security code either texted or emailed to you. Please choose whichever makes the most sense to you.
3. Once you receive the code via text or email, enter the code when prompted by Panorama. Once you enter the code, you will be logged into your account.
Please do not hesitate to call our Private Wealth Administrators at 518-391-4200 if you are having trouble accessing your account. We are here to help!
Best,
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
