Document Sharing

Precedent AM ShareFile is a secure tool we use to exchange private documents and files between advisors and clients. Sharefile offers the most secure file encryption possible, with data centers that are subject to SSAE 16 audits — an internationally recognized audit standard. The system also monitors mobile device access and allows you to wipe clean any device that is lost or stolen.

Contact Precedent AM to enable ShareFile for your account. Then visit or download the ShareFile app to your iPad or mobile phone.

Mobile apps are available for these devices: Android tablet, Android phone, Apple iPad, and Apple iPhone.

Investment Account Access

Login to your Precedent Asset Management investment accounts at Daily balances, transaction details, statements, tax documents, and data downloads can all be retrieved through this portal.

Our mobile investment app is available by searching for “SEI Access My Portfolio” in your app store.

If you have a Cash Access Account linked to your investments with us, login at to manage your bill payments, deposits, and cash transfers.

Our mobile banking app is available at Cash Access Mobile

Financial Planning

Our financial planning portal provides a comprehensive view of your entire net worth and financial data, updated daily. Includes full mobile access and alerts of important transactions and planning reminders. If you’re not registered yet, simply contact our office.

Once setup, you will be able to monitor the progress of your financial plan and wealth over time, make adjustments to planning goals, monitor your cash flow, develop spending budgets, review insurance coverages, estate plans and more in a single location.