Technology For Your Success
Harvest uses many different technologies to aid and enhance your experience with us.
Personal Wealth Portal
For tracking your personal net worth.
Direct Text Communication
For fast, reliable, and secure messaging with me.
Redtail Speak is a compliance-friendly, real-time texting and communication platform for financial advisers and their clients to communicate. You will be sent an invitation from Anna. It is a personal way for us to text each other. Accepting the invitation will allow you to text me in a way that is preserved and compliant. Once you receive the text, please save the contact in your phone as Anna’s Text or Harvest Text, whichever is easier for you. Let us know if you would like to activate this feature.
Schwab Alliance
Access and monitor your trading accounts.
Any time you want to check up on your account, update information, or just see what you have available, you can do so by loging in directly to the Charles Schwab Client Login portal. Harvest uses Schwabs’s Alliance platform to help administrate your account and keep the advisor connected to the client.
News and Events
Keep up with us. We often send out Market Updates, as well as releases for new content added to our library.
Address
450 East 96th Street, Suite 500.
Indianapolis Indiana 46240-3760.
Call Us
(317) 520-8294