CONTROL IS IN YOUR HANDS
Your Personal Financial Management website makes it easy to manage both your wealth and your well-being.
ORGANIZER
Connect all of your financial accounts to build a detailed comprehensive picture of your financial life.
INVESTMENTS
View detailed summaries of all your financial accounts including current values, history, asset allocation and market insights.
SCREEN SHARING
Interactive screen sharing that provides the flexibility to connect with us from wherever you are.
VAULT
Safely store all of your important financial documents so you and your family will always know where they are in times of need.
TRACK SPENDING
Easily monitor and manage your daily spending(cash flow), helping you to stay on track to meet the financial future that you envision.
BUDGETING TOOLS
You can create budgets to reach desired savings goals and can monitor and track your progress along the way.
MOBILE
Access to your website, your complete financial picture is in the
palm of your hand, whenever you want, from wherever you are.
GOALS
Ability to see your goals and projected funding, and know how you’re tracking toward achieving your financial targets.
SAFE & SECURE
Our Wealth Management System employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365.
Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more.
You can be confident that your important information is safe and secure.
Non-Transactional
- Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.
Password Protection
- You have a unique User ID and Password. If three consecutive login attempts fail, the system automatically locks your account for 10 minutes, blocking any manual or programmed hacking attempts.
- Your User ID and Password will never be given out over the phone or sent to an email address that is not pre- registered with your account.
Highest Encryption
- Our system uses a 256-bit Secure Socket Layer to scramble your data to prevent access to unauthorized users. This is the highest level of encryption currently available today, and twice the standard followed by many financial institutions, including banks.
Secured Data
- We house your important data at secure, geographically separated data centers.
- Physical access at our data centers’ world-class hosting server centers is limited to authorized personnel, and requires multiple levels of authentication, including fingerprint scanning. Our data centers also make use of re protection, electronic shielding, database backups and more to ensure your data is continuously monitored and protected.
Routine Security Testing
- Our Wealth Management System uses third-party security auditors and software including TraceSecurity, Tenable Security and WhiteHat Security to identify vulnerabilities within the system and to assist with remediation efforts.
VAULT CHECKLIST
Our unlimited secure document storage helps organize and protect your most important documents. Review the checklist below and start adding to your Vault today!
