HLB Gross Collins, P.C. is pleased to announce the implementation of the iLumen platform. This will allow clients to upload monthly financials through iLumen’s secure Portfolio Connection.
Portfolio Connection will put client analytics, advisory tools and portfolio queries directly on the desktop and allow HLB Gross Collins, P.C. to better serve clients. iLumen will allow HLB Gross Collins, P.C. to prepare select benchmarking reports, perform cash flow analysis, and analyze key performance indicators ranging from liquidity ratios to growth and performance metrics.