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The WealthVision℠ Advantage

Project Info

Project Description

An Integrated Solution for Financial Management

WealthVision℠ is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier. In your personal financial homepage, you can view everything about your financial and estate plan in one place. All your information is password protected in a secure, encrypted personal web address, accessible only to you and your advisors. 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. Powerful analysis engines allow WealthVision℠ wealth to track changes in your assets, and changes in your life, against your overall asset allocation. This tracking capability includes retirement and cash flow models, insurance programs and the financial and estate plans that you initially put in place.

As your financial estate develops in size and sophistication, WealthVision℠ can become your “single secure access point” to consolidate and track your financial data in one protected location. The future of integrated financial planning is here. You’re just a click away from everything you need, all in one place, whenever you want it, from wherever you are.