Category Archives: Client Newsletters

How to Ensure Accurate Data in Your D3 Client Portal

For some accounts, you need to be responsible for the accuracy of the data.  For other accounts, it is D3’s responsibility. How to know the difference: There are basically three ways to add accounts onto your client portal: You establish the live Connection D3 establishes a live Connection through accounts that we manage D3 manually…Continue Reading

Enhanced Security Coming to Your D3 Client Portal

As you may know, we recently added 2-Factor Authentication to your D3 Client Portal. While you’ve had the option to skip enrollment up to this point, in order to maintain the security of your personal data, we will require the use of 2-Factor Authentication for all clients starting on June 13. This change is an important…Continue Reading

April 2017 Client Update

Business Update Taxes for AFO Clients: We are nearly done working on taxes for our Affordable Family Office clients. Every year they seem to be more complicated and record keeping becomes more onerous. Later this month we will be emailing everyone a tax organizer to help you keep track of tax deductible expenses. Todd Costigan,…Continue Reading

March 2017 Client Update

Business Update This update will be short and sweet due to the fact that not much has changed from last month. Taxes for AFO Clients: We are currently working on taxes for our Affordable Family Office clients.  If you have not provided D3 with your tax information, please do so as soon as possible. You…Continue Reading

February 2017 Client Update & Performance Reports Available on Portal

Business Update: Portfolio Performance Reports Available on Your Portal: We have finished reconciling all client portfolio performance reports and have uploaded them to the “performance reports” folder in the vault section of your client portal. Please read the Market Insight section below for a brief summary of 2016 market performance. Sharon Wallyn, our new administrative assistant…Continue Reading

New Year Client Update January 2017

Business Update: Portfolio Performance Reports: We are in the process of reconciling all of your investment accounts through December 31st. We should complete this reconciliation process by the middle of January and will load onto your portal the portfolio performance reports before the end of the month. We will email you a notification when they…Continue Reading

D3 Business Update Thanksgiving 2016

Business Update: In case you missed it, here is the link to our Five Star award in the November issue of Chicago Magazine. Here is the link to the November 7th issue of Crain’s Chicago Business featuring D3. In early December, we will be uploading our annual Estate Review for our Affordable Family Office clients.…Continue Reading

D3 Business Update November 2016

Business Update: In the November issue of Chicago Magazine we were featured on a full page as a select group of 5 Star Wealth Managers who have won this award for 5 years in a row. Here is the link to our Five Star Profile In the November 7th issue of Crain’s Chicago Business, we…Continue Reading

D3 Business Update October 2016

Business Update: Save the Dates: D3 Will Be Observing our 20 Year Anniversary in 2017: To Celebrate this milestone event for D3, we will be chartering a yacht for our clients to watch the 2017, Chicago Air and Water Show.  So save the date; Saturday, August 19th, 2017 for a delightful afternoon. Annual Client Appreciation…Continue Reading

D3 Business Update September 2016

Client Survey: Annual Client Satisfaction Survey: Please help us improve the services we provide you by taking this short 1minute survey. Here is the link. D3 Client Survey Business Update: Affordable Family Office Client Plan Updates and Performance Reports:  If you have not already done so, please call Patty to set up an appointment to…Continue Reading