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Personal Financial Website

Access One, Convenient Location

With Wealthvision, we bring your financial life together, in one place, to identify solutions and understand how specific issues relate to your total financial situation.  Access all your accounts, assets and information in one secure, encrypted personal website, accessible only to you and your advisors.  Powerful analysis engines allow Wealthvision to track changes in your assets, and changes in your life, against your overall asset allocation.

Safeguard Important Documents

Copies of your private documents, such as wills, trusts, tax returns, deeds to real estate, insurance policies and beneficiary designations can be uploaded to a secure online depository, safely encrypted but instantly available anywhere an internet connection is available. Your top holdings are listed on your homepage, easily accessible, along with your frequent flier miles and reward programs.

Monitor Your Financial Life

You can monitor the price fluctuations of your securities throughout the day and view the latest financial news with snapshots of funds, stocks and market summary information.

You can even collaborate with multiple advisors from different locations at the same time. Your financial advisor can give your other trusted advisors, such as lawyers and accountants, access to designated areas of your personal financial home page, if you desire. This interactive, collaborative approach focuses the team on your financial future.

The system automatically alerts your financial advisor if it detects a problem or an opportunity, like your asset allocation being out of balance or a significant change in your account values. You and your advisors will always be aware of your financial status, no matter where you are.