HAVE YOUR OWN
personal financial website


DASHBOARD

FAMILY DATA

INVESTMENTS

VAULT

 

We've partnered with eMoney,
a leading wealth management and financial planning software.

The client portal is a welcoming, detail-rich and interactive asset, which displays all wealth-management-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximal transparency, while minimizing navigation-difficulty. Also, the client portal facilitates the aggregation of assets and accounts we don't manage, which help us get a clearer picture of your financial life. 

 
 

INTERACTIVE
planning


PROBABILITY OF SUCCESS

RETIREMENT CASHFLOW

ESTATE DISTRIBUTION

  • Goal-Planner, for conventional retirement and education planning

  • Decision Center, for cash flow-centric planning.

  • Distribution Center, for estate planning.

 
 
 

Using Technology to create a bridge to simplicity.

Watch a quick video about our client Software.

 
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