|
 WealthVision is your financial GPS. It combines a very sophisticated financial planning software platform with a client-focused personal financial information web page. Imagine, your entire financial
picture – your assets, important documents, financial and estate plan, retirement and cash flow models,
even frequent flyer and other rewards accounts – all in one secure website you can access from anywhere, 24/7. This not only empowers you to make better-informed decisions but also reduces the amount of time and stress in making those decisions.
With WealthVision, your personal financial website, it will be easier than ever to:
 Manage Financial Accounts:
• Investment Accounts
• College Savings Plans
• Bank Accounts
• Insurance Accounts
• Credit Cards
• Mortgages
• Retirement Plans
• Frequent Flyer and other Rewards Programs
Safeguard Important Documents:
Copies of your private documents can be uploaded to a secure online depository, safely encrypted but instantly available anywhere an internet connection is available. This provides one central, safe location for:
• Trust Documents
• Insurance Policies
• Wills & Powers-of-attorney
• Titles
• Beneficiary Designations
• Business Documents
Monitor & Manage Your Financial Life:
You can monitor the price fluctuations of your securities throughout the day by clicking on The Security Watch List. The latest financial news is also provided with snapshots of funds and stocks, market summary information, and the market indices.
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.
Click to watch the 4 minute Wealth Vision Video and see all of the features in action!
OR
Click for a 4 page pdf about the Wealth Vision Financial Tools And
Click to watch the 4 minute Wealth Vision Security Video and see all of the features in action!
OR
Click for a 4 page pdf about the Wealth Vision Security Facts |
Home
Contact Us
Client Login
fees
