Tools & Technology
All your financial data in once place, accessible from you own secure client portal
We have aligned ourselves with industry leaders in technology to enhance your Wealth Management experience. With your personalized client portal, you can track your spending and monitor your cash flow with a click of a button. Your portals interactive workshops show how the decisions you make today can impact your retirement goals and estate options tomorrow. With your mobile app, you can store important documents in your digital vault and pull up your complete financial plan in the palm of your hands. When needed, review your financial data with us in real time with your portal’s built-in screen sharing technology. Most importantly, the portal uses the same 256-bit encryption and physical security used by banks, so feel confident your information is safe and secure.
Portal Features
Dashboard
Consolidate the view of everything you own and everything you owe.
Budget
Set budgets and track your progress.
Investments
Interact with charts and detailed summaries that allow you to monitor your holdings.
Workshops
Understand the impact of your financial decisions today on retirement goals and estate options tomorrow.
Education
Access the extensive library of videos, articles and other resources to increase your financial knowledge.
Vault
Store your most valuable electronic records, safely and securely.
