Personal Financial View®

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This technology platform, which we call Personal Financial View, puts all of your key financial data and critical documents at your fingertips. We will work with you on strategy, implementation and ongoing monitoring and updates.

  • Personal Account Aggregation
  • Up-to-date monitoring of your financial picture
  • Investment allocation across all money-types
  • Details by holding for asset class and sector analysis
  • Secure online “Vault” for documents

Take advantage of our easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverages.

All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advising team.