Trellisent Investments offers a personalized client portal. Clients are able to view their portfolios grouped by taxable or tax-deferred portfolios. Clients are also able to see returns in various segments of time of their choosing. While most Trellisent clients choose to custody their assets at Fidelity, which enables them the full suite of research and performance numbers, we felt it was beneficial to offer Trellisent's clients their own personalized portal to view their holdings and performance.