• Unparalleled interactive wealth management experience using analytics and data integration to create a personal wealth profile.
  • Organize all your finances in to one place. Make it easy to follow your accounts monthly or daily.
  • Provides solutions for Retirement and Estate planning, goal based planning, budgeting, expense reports, forecasting/projections, income statements, P/L statements and many other features.
  • Mobile application allowing you to access your accounts anywhere.