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WealthConnect

In today's fast-changing financial landscape, you need to ensure your wealth management is as effective as possible. WealthConnect provides a single access point to consolidate and track your financial data in one protected location.

WealthConnect is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. Every night, the system automatically updates your balances to reflect the values provided by your financial institutions. Your updated assets are integrated into various reports so that you can monitor their progress in reference to your overall financial objectives.

  • Consolidated Planning- In your personal financial homepage, you can view everything about your financial and estate plan in one place.
  • Daily Updates- Financial accounts are linked to your website so balances are updated daily.
  • Document Storage- Access to a secure "vault" for storing electronic copies of important documents such as wills, trusts, tax returns, deeds to real estate and insurance policies.
  • Remote Collaboration- You and your financial advisor can log in at the same time to discuss the status of your financial plan. If you desire, you can give limited access to other trusted advisors, like your attorney or accountant.
  • Financial Tools- Access to financial reports, planning tools, calculators, frequent flier and reward programs, and much more.

WealthConnect is the engine that drives our Wealth Management Process.  To learn more about the benefits of this innovative system, click the icon below.