As a successful individual, you continually strive to make smart decisions when it comes to the responsibility of managing and protecting your wealth. As your wealth grows, this task becomes more complex, and the amount of time and knowledge it takes to successfully manage your wealth also increases. With our Wealth Management Solution, you can organize all your advisors and assets held anywhere into one secure location. Account aggregation is a process that updates investment account balances and holdings on a nightly basis. The updated account information is automatically uploaded into your financial plan and can be used to identify asset allocation issues, modifications in account balances, or any life changes that might affect your future goals and strategies.
Our Wealth Management Solution provides:
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- A Comprehensive Planning Center including 6 modules: Retirement, Life Insurance, Education, Disability, Long-Term Care and Accumulation Analysis
- A personal Financial Home Page enabling online collaboration with your advisors
- Alerts and alarms can notify you or your advisor of changes in your accounts
- Account aggregation allows you to view all account information in one place
- An online storage “Vault” that helps you keep track of valuable documents including wills, deeds and insurance policies
- Mobile access to the Site via a PDA, Treo and Blackberry device
- A Profile Grid that identifies areas of higher importance
- Customized reporting capabilities to meet your needs
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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.