Free Aggregation Software
Our clients love this service! Our clients link their brokerage accounts, mutual fund accounts, 401(k) or tax deferred annuity accounts, bank accounts, credit cards, mortgages, HELOCs, and/or real estate values all in one online account. This provides the client and us (their advisors) with a net worth statement, updated daily, which helps us develop financial plans more quickly and update those plans more frequently. In addition, a secure vault allows our firm to deliver performance and other reports to clients in a secure way. Our clients also store their important documents in the vault, like wills and trusts, driver’s licenses, passports, deeds, and/or promissory notes that are accessible 24/7 via cloud storage.