Our Wealth Management Platform
Email Updates on Your Money
See it All
Investments, 529 Plans, 401k's, mortgages, credit cards, and more. Achieve your goals faster by seeing how all your accounts work together.
Own Your Finances
Save time and get your personal finances under control when everything is in one place. Keep a pulse on your money with valuable email updates.
Our wealth management platform uses bank-level security, we never store your login information, and all information is "read-only."
Get important email updates on your money and easily spot big changes in your finances.