Client Access

Assante InvestorOnline

Clients of Assante advisors can access personal account information for all fund company accounts held at Assante. Login Now

Assante InvestorOnline (formerly ClientNet)

Clients of Assante advisors can access personal account information for all fund company accounts held at Assante. Login Now

Private Client Managed Portfolios

Clients invested in our Private Client Managed Portfolios can access personal account information. Login Now

Evolution Private Managed Accounts

Evolution clients can access personal account information. Login Now

Optima Strategy

Clients invested in Optima Strategy can access personal account information on their accounts. Login Now

Unclaimed Property

If you hold Evolution Private Managed Accounts or Optima Strategy and think you may have unclaimed property. Click here