Track All of Your Finances in One Location
WealthVisionSM is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier to manage. On your personal financial Home Page, you can view everything about your financial and estate plan in one place. Using a single access point, WealthVisionSM allows you to securely view all of your:
|• Financial Accounts||• Specific Goals|
|• Tax and Legal Documents||• Insurance Coverage|
|• Strategic Plans|
An Integrated Solution
All your information is password protected in a secure, encrypted personal web address, easily 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. Keep up to date with powerful analysis tools that track changes in your assets and changes in your life based on your:
|• Overall Asset Allocation||• Insurance Programs|
|• Retirement an Cash-flow Models||• Financial and Estate Plans|
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 Home Page, 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 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.