WealthVision
Through our WealthVisionSM tool we provide you with a secure, customized website that allows you and designated family members to see a complete real-time snapshot of every financial balance you have across financial accounts and institutions. This provides 24/7 access and full transparency into your account information and activity. With your permission, the site can be accessed by your other trusted advisors, including attorneys and accountants.
This complete aggregation of balances from your checking, savings, investment accounts, credit card and mortgage companies enables you to view an accurate, daily net worth statement that dynamically overlays your financial plan, enabling you to see if you are on track every step of the way.