Your financial life, in sync.
Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.
Securely manage all of your financial data in one place.
Key Features
Stay Organized
The insight you need to develop long term plans and goals, our intuitive organizer helps you consolidate your important account information.
Alerts
Email and mobile alerts empower you to be actively involved in your wealth management process. Receive email summaries of any financial activity.
Aggregation
A consolidated view into all your online accounts gives you a complete financial picture, updated in real-time, on any device.
Document Vault
Unlimited access to secure electronic document storage keeps your most valuable records safe and instantly accessible.
Collaboration
Whether you’re across town or across the world, you can connect and collaborate with your advisor without the hassles of third-party software.
Financial Data
All of your personal and sensitive remains confidential and proprietary to you. Unlike 3rd party data aggregation sites, your data is NEVER sold.
Investment Analysis
Learn how individual investments are performing, or review your entire portfolio at once.
View performance by month, year or over the lifetime of your accounts.
See your asset allocation across all of your account from your stocks, bonds or alternative investments.
Analyze your holdings by asset category or explore your investments and holdings in within each asset class.
All of your investments in one place.
