WealthFocus
Another key service we offer is our WealthFocus portal. Get a complete picture of your financial state in one secure place. WealthFocus is a single-access financial planning and wealth management platform that gives you access to asset management tools and real-time values.
As you know the planning process for financial success is not a static, once-and-done item to cross off your to do list. Your plans and goals change, as do your assets. WealthFocus helps build a clear picture of where you stand now, offers solutions on how to get where you want to go, and monitors what happens in the meantime.
With access to WealthFocus, you can manage the present while planning for the future.
WealthFocus offers users access to:
- Secure storage for pictures, videos, and documents
- Alerts
- Document sharing
- Mobile access
- Advisor contact information
Convenience
Download the WealthFocus app to access your financial information from anywhere. To learn more about WealthFocus, contact your advisor today.