Wealth Management Solution
At Commonwealth, our focus is on providing the best-in-class service to our clients, including tools that can help manage multiple assets and accounts, all in one convenient location.
Our innovative Wealth Management Solution aggregates your accounts in one secure location and updates balances and holdings on a nightly basis. This information is automatically uploaded into your financial plan to identify any allocation issues or modifications in account balances that might affect your financial goals.
Our Wealth Management Solution includes:
- Comprehensive Planning Center with six modules: Retirement, Life Insurance, Education, Disability, Long-Term Care and Accumulation Analysis
- Personal financial homepage enabling online collaboration with your advisors
- Notification alerts of any changes in your accounts
- Online storage to help you keep track of valuable documents such as wills, deeds and insurance policies
- Secure mobile access with your smartphone
- Profile grid to identify areas of higher importance
- Detailed reporting capabilities customized to your needs
Click the PLAY button on the video screen below to view information about this exciting system.
Safety and Security
This product has been designed to support an application service provider (ASP) model with the highest level of security, and backup disaster recovery to protect you and your clients' information. To ensure the security of our clients' information, we employ a multi-layered Internet Security technology with the latest intrusion prevention technology and maintain a state-of-the-art physical security facility with multiple access security checkpoints to reach the physical equipment hosting the application. This ensures that customer credentials that have been submitted into the system are classified as Super Sensitive information and that all customer data, including Client User IDs, and third party usernames, pins and passwords, and all of the third-party customer information is always transmitted in 128-bit encrypted format.
Wealth Management & Trust Services
4350 Brownsboro Road, Suite 210 | Louisville, KY 40207 | Phone: 502.259.2500 | Email: email@example.com
Not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.