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About Our Technology

We use the latest technology to support our personalized financial planning service, not to replace it. As a valued client, you will have access to your very own private client website, where you can see your bottom line at any time, in real time. In addition to viewing accounts under our management, you may also connect your bank and outside accounts such as employer 401(k)s – creating a real-time personal balance sheet so that you know where everything is, and what everything is worth.

To assist you with budgeting, the website also utilizes advanced artificial intelligence technology to help automatically categorize spending activity based on transaction history, to help you track your budget and more effectively manage cash flow.

There is also a digital vault where all your important documents may be stored and accessed from anywhere. Examples include documents that would need to be located and analyzed by family members in the event of an emergency or premature death. Click the attachment below, Digital Vault, for a listing of important documents that may be stored in the system.

Security is a top priority for us, and your personal website is equipped with advanced encryption technology to help protect the integrity of your information. Additionally, the site is read-only, which makes it impossible for money to be moved in or out of the system. 

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Providing you with Account View is one way we are committed to help you pursue your financial goals. Accessed from your computer, tablet or smartphone. Account View provides your secure, convenient, 24-hour online access to your investment account information.

  • Convenient. Easy and fast access to your statements with the ability to save and print.

  • Green. Play your part in the effort to protect the environment.

  • Simple. All it takes is one click.

  • Organized. No longer a need to store and file your paper statements.

  • Safe. Advanced security protects you from the possibility of mail fraud and identity theft.

From the home page, you have easy access to your account portfolio, quotes, market performance, news and the following additional hightlights:

  • Your Total portfolio value and any changes in value that occurred during the day

  • The ability to go green – mailings of statement and trade confirmations are eliminated

  • Financial information you can export for further analysis or tracking

  • A Pie Chart that displays how your investments are allocated

  • A graph that presents the growth of your portfolio over a specified period of time (e.g., the current year-to-date, all available time frames, the last 12 months, previous year or custom time frame).

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