Technology Tools


At Fero Financial, we use the latest in finance management software to give our clients comprehensive, secure, and intuitive control over their entire financial picture. Watch this video to take a quick tour of the software we use.


Feeling uncertain about your investments in today’s market? We use Riskalyze to make sure your portfolio represents your comfort level, not ours. Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Watch this quick 1-minute video to see how it works.

AccountView 2.0

Providing our clients with connectivity and convenience allows them to spend more of their time enjoying life. If you have an investment relationship with us, Account View 2.0 allows you to access your information anytime, anywhere with mobile and desktop applications. Track account balances in real time and access account documents as soon as they are available.


Tax planning is an integral part of every financial plan we prepare. With Holistiplan we can provide forward tax planning scenarios to show clients the tax implications of various financial decisions. This provides clients with a better understanding of how investment and planning decisions will impact each year’s taxes to avoid unnecessary surprises come April 15th! Utilizing Holistiplan allows us to uncover other planning opportunities that can benefit our clients.


Providing our clients with concise communications that illustrate and assist in the learning process is important in the financial planning process. Using fpPathfinder provides outstanding visuals to educate our clients on various planning strategies with flow charts and comprehensive checklist to be sure planning opportunities do not get missed.

Work With a Certified Professional

Rebekah J. Fero, CFP®, AIF®