1. Welcome to Liscio, our new client communication platform.
We take the security of your data seriously… And that’s why we are moving to Liscio
We’ve all heard the stories about cybersecurity compromises and the risk of identity theft. As your trusted advisors, we are very aware of these risks and take every precaution to make sure your data is secure. In fact, security of your data is the #1 reason we are transitioning to Liscio —our premium secure sharing solution.
Enter Liscio…Exit !
Because 91% of security breaches start with a simple , it’s important to move our communications out of . Today, it’s time to up the security ante again by transitioning to our multi-factor authentication secure sharing platform, Liscio.
We will eliminate as the primary mode of information exchange. From this date forward, Liscio will serve as our core secure sharing platform—available both from our website (within our Client Center) and via the mobile app.
Let’s Get Started!

2. 1 – Copy and paste the link in your email from Liscio into your web browser

3. 2 – Create a unique password and click next
2 – Create a unique password and click next. Confirm name, address, and mobile number.

4. 3 – Download the Liscio app to your mobile device

5. 4 – Log into the Liscio app using your username and password
4 – Log into the Liscio app using your username and password. Enable Touch ID to make logging in easier!

6. 5 – To start using Liscio you must agree to our Terms of Service by checking off the ‘Agree to the Above’ box and clicking submit

7. Now you are ready to communicate with us in a more secure way!
Questions? Give our Liscio Team a call at and ask for Marinna or Ryan!