A financial organizer that gives you a 360˚ view of your financial world can:
- Improve overall performance
- Minimize the impact of debt and taxes
- Enhance your lifestyle
The Personal Financial Organizer is designed to provide you with the information you need to track what’s important to you. Your secure, personal financial organizer is available via desktop or mobile technology and allows you to track your progress against your goals. And perhaps most importantly, you never have to worry about your information being shared with online advertisers and other service providers. Your personal financial organizer helps:
- Organize, track and Link all your financial accounts into your website a complete and up-to-date view of your financial situation with assets updated nightly.
- Alert you to significant changes in account balances.
- Provide Investment Research with the click of a button.
- Securely, electronically store information most important to you in an electronic vault, including wills, tax, returns, medical histories, precious memorabilia and just about anything else.
- Set-up a budget and monitor it to see if you are on track with your monthly budget
- Report on cash flow, retirement, investments and more.
- Calculate certain goals using an advanced financial calculator
- Increase your financial education through its Education Center by accessing planning insights
- Coordinate Track Frequent Flyer miles, Hotel Award points, Credit Card Awards, and other points programs
Your Wealth Management website serves as a secure, up-to-date window into your entire financial world – accessible to you at anytime from anywhere with an internet connection or mobile device. While our financial planning clients get full functionality, you may want to just have access. We offer three packages:
Organize links all your financial accounts into your website a complete and up-to-date view of your financial situation. All your financial account balances updated daily and accessible all in one view. The Vault provides secure storage for valuable personal documents such as wills, trusts, insurance documents, passports, etc. in electronic format. You can choose to share your contents with your trusted advisors.
Implement adds Goals, Education Center, Budgeting and Investments. Use advanced financial calculators to guide your goal planning. An Education Center helps provide planning insights. Track your spending habits and build a custom budget. The Investments tab allows you to view up to date market information based off of any aggregated investments.
Monitor adds Reporting and Awards Manager. The Reports tab provides you with a series of statements about your financial situation. The Awards tab is a free service that allows you to track Frequent Flyer miles, Hotel Award points, Credit Card Awards, and other points programs.
To begin your free trial of our personal financial organizer or to learn more, use our Contact Form.