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Exchange Capital Management

Welcome to Your Client Center

Login to your applications and gain exclusive access to your investment data, secured documents, and much more. 
ClientView

ClientView →

An interactive portal that allows clients to access their investment data, secured documents, and other various content. Speak with your advisor if you need on-boarding assistance.

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Coming Soon: ClientView Mobile App - Access all of your investment data on the go, right from your mobile phone. 

Wealthy Street

WealthyStreet™ →

To better serve our clients, Exchange Capital Management has recently launched a powerful new digital financial planning tool to help establish savings goals and monitor clients' net worth.

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Are you a current client who has yet to activate this feature? Contact your advisor and we can get you set up in minutes. 

Not a client?

Book an appointment with one of our financial advisors and gain access to these helpful tools.
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