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.
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.
Allow advisors to see your financial accounts securely so you can spend maintain security and control.
View full account information including account details, investment positions, transactions and more.
Keep account information current with real time monitoring of accounts, investments and transactions.
Test your strategy, advice and portfolio recommendations faster after connecting investment accounts.
Know that transparency of information is available and being used to guide your decision making.
Connect your account to your spouse or other trusted members including your power of attorney.
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.
Scenarios allow your clients to:
Test changes up front using a "what if" scenario. The advisor can share their suggestions and you can test the outcome.
Create scenarios that advisors can test and adjust on their own. Increase follow through on recommendations and advice.
“Excellent resource to get control of my finances.”
Natasha.S
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