Personal Financial View
Personal Financial View is at the core of our process. This state-of-the-art, web-based system is designed to give you a single access point to securely view all of your:
- Brokerage accounts, bank accounts and retirement plans
- Insurance policies
- Tax and legal documents
All of your information is password-protected in a secure, encrypted personal web address, accessible only to you and your financial advisory team. Powerful analytical tools allow us to create a variety of reports to monitor your progress toward meeting your financial goals.
Click on the video below for a brief demonstration of the capabilities of Personal Financial View:
