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Flower City Capital
Flower City Capital
Our Technology Platforms
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.
Flower City Capital
A Deep 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
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Let's Get Started
Interested in learning more about us or have specific questions about how to get started? Our team stands ready to talk with you to understand your situation and how we can help.