Enjoy better service with a financial concierge to help reach your goals
Spend more time tracking your money’s progress by telling us what problems you’re looking to solve. We’ll connect you with the right advisor.
Get it done faster
No more uploading for statements. No more completing onboarding information. Now you can securely access your financial data from your phone and share it with professionals in minutes.
Get account information faster
Allow advisors to see your financial accounts securely so you can spend maintain security and control.
View complete account data
View full account information including account details, investment positions, transactions and more.
Keep account data current
Keep account information current with real time monitoring of accounts, investments and transactions.
Spend less time doing data entry
Test your strategy, advice and portfolio recommendations faster after connecting investment accounts.
Start with a better foundation
Know that transparency of information is available and being used to guide your decision making.
Stay connected with secure access
Connect your account to your spouse or other trusted members including your power of attorney.
What problems can we help you solve?
Build the right board of directors
With Less Effort
Connect with the advisors who can help you reach your goals. Connect with insurance, investment, tax, retirement and insurance specialists. Schedule appointments, scenarios and get feedback all from your secure portal.
You control your data access & privilege
Using Advisor Connections
Scenarios allow your clients to:
Engage with advisors based on their value
Test changes up front using a "what if" scenario. The advisor can share their suggestions and you can test the outcome.
Build scenarios together
Create scenarios that advisors can test and adjust on their own. Increase follow through on recommendations and advice.
