WealthVision is a Personal Financial Website Which Provides
a Suite of Useful Investment Tools for Our Clients
WealthVision is designed to consolidate all of your accounts, assets and information into one secure location, making your personal financial life easier.
In your personal financial homepage, you can view everything about your financial and estate plan in one place.
All your information is password protected in a secure, encrypted personal web address, accessible only to
you and your advisors.
Every night, the system automatically updates your balances to reflect the values provided by your financial institutions. Your updated assets are integrated into various reports so that you can monitor their progress in reference to your overall financial objectives. Powerful analysis engines allow WealthVision to track changes in your assets, and changes in your life, against your overall asset allocation. This tracking capability includes retirement and cash flow models, insurance programs and the financial and estate plans that you initially put in place.
With WealthVision, it will be easier than ever to:
Manage Financial Accounts:
Investment Accounts- Bank Accounts
- Credit Cards
- Retirement Plans
- College Savings Plans
- Insurance Accounts
- Mortgages
- Frequent Flyer Miles
- Awards Programs
Safeguard Important Documents:
Copies of your private documents can be uploaded to a secure online depository, safely encrypted but instantly available anywhere an internet connection is available. This provides one central, safe location for:
Trust Documents- Wills
- Beneficiary Designations
- Insurance Policies
- Titles
- Business Documents
Monitor & Manage Your Financial Life:
You can monitor the price fluctuations of your securities throughout the day by clicking on The Security Watch List. The latest financial news is also provided with snapshots of funds and stocks, market summary information, and the market indices.
You can even collaborate with multiple advisors from different locations at the same time. Your financial advisor can give your other trusted advisors, such as lawyers and accountants, access to designated areas of your Personal Financial Home Page, if you desire. This interactive, collaborative approach focuses the team on your financial future.
The system automatically alerts your financial advisor if it detects a problem or an opportunity, like your asset allocation being out of balance or a significant change in your account values. You and your advisors will always be aware of your financial status, no matter where you are.
Click to watch the 4 minute Wealth Vision Video
and see all of the features in action!
OR
Click for a 4 page pdf about the
Wealth Vision Financial Tools
For more Information, Contact Jesse Gossett at my office:
Phone: 415-458-5880
Email:
