Enhancements and Updates | Gerber Kawasaki

We are excited to share that Gerber Kawasaki has been working on a significant upgrade designed to enhance your experience with us. As an innovative Wealth Management firm, we believe investing in cutting-edge technology is essential to delivering the best possible service to you. Our planned technology updates are designed with your convenience and financial success in mind. Here is what you can expect:

• New Financial Planning Tools: Our new platform will include tools that help you explore different financial scenarios, such as retiring early or making a large purchase, with your advisor so you can make more informed decisions about your future.
• Personalized Client Portal: Access all your financial data in one place. We are enhancing your portal so you can view your entire financial plan and detailed investment information in one place. You will even have the option to integrate external accounts giving you a comprehensive picture of your net worth with ease. The portal will feature a seamless and modern design making it easy to keep track of all your accounts.
• Better Communications: Our upgraded communication tools will let you receive real-time updates and connect with your advisor and Gerber Kawasaki whenever you need us.
• Faster and Smoother Service: We are streamlining how we work to ensure you get quicker responses and a smoother overall experience with every interaction. One example of this is improving our document sharing experience.

These planned enhancements reflect our ongoing commitment to delivering an exceptional client experience that aligns with your needs. We cannot wait for you to benefit from these improvements, which will be rolled out over the next year.

Thank you for being a valued member of the Gerber Kawasaki community. We look forward to growing and innovating together.