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In order to plan, protect, and invest, you must first know what you have and where everything is. To accomplish this important first step of personal wealth management, we provide you access to your own Personal Financial Website.

Your Personal Financial Website delivers a secure online and mobile dashboard through which all of your personal finances may be consolidated and monitored. It delivers a daily updated, 360 degree view of your financial affairs, as well as features and functions that enable more holistic financial planning and concierge-level servicing of your needs. 



  • Organizer: Connect all your accounts and information for an organized, consolidated view allowing you to know where you stand financially on a day-to-day basis
  • Updated Net Worth: Your net worth is calculated, updated daily, and automatically integrated into your holistic financial plan, continuously providing you with a meaningful, up-to-date analysis
  • Investments: Interactive charts and detailed views provide you with increased visibility into your accounts
  • Vault: Safely store your most important documents such as wills, trusts, insurance policies, passports, and more in a digital format for quick and easy access
  • Spend Tracking: Know how much you are spending and where
  • Budgeting Tools: Set budgets to help you reach your savings goals
  • Awards Manager: Track your frequent flyer miles, hotel rewards, credit card points for the entire family and get alerted before expirations
  • Digital Postal Mail (powered by Zumbox): Postal mail delivered and stored securely online, and accessible whenever and wherever you need them
  • Financial Workshop: See if you are on target to reach your most important financial goals
  • Education Center: Your own library of videos, articles and resources to increase your financial knowledge

Additional Features:

  • Reports: Up-to-date and informative reports for cash flow, retirement, investments, insurance, and more.
  • Research: Valuable and up-to-date investment research with the click of a button.
  • Balance History: Track the balance history for all your accounts or an individual account.
  • Financial Calculators and Tools: Analyze your financial affairs to identify gaps and prepare for the future. 
  • Seamless Planning Process: Collaborate in real time regardless of where everyone is located.


The security of your data is our top priority. That's why we've utilize a system with state-of-the-art technology and processes to protect your data 24 hours a day, 7 days a week. It combines world-class technology, with the best data storage facilities and lockdown privacy to bring you a system where you can have peace of mind.