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Technology

This day-in-age, technology is always evolving. In the financial planning world, that is no exception. The great innovators of our world are constantly developing tools and programs that enhance what we as advisers can provide to our clients.

We take great pride in keeping up with the newest and best technology that hits the market in order to provide exceptional service to those that come to us for advice.

OneView Wealth Reporting

OneView Wealth Reporting

OneView is an easy-to-use interface that consolidates multiple accounts in a household. This includes all Pershing accounts as well those held directly with fund companies or third party managers.

You can view your holdings alongside benchmarks or personalized allocations, and can view performance based on multiple timelines.

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NetX Investor

NetX Investor

NetX Investor is an innovative and intuitive investor platform that gives you instant access to account and tax statements, trade confirmations, and more.

You can organize your accounts by signing up for SelectLink, which combines statements for accounts that share the same address.

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MoneyGuide Pro

MoneyGuide Pro

MGP is a client-centered Financial Goal Planning software. It helps us work with our clients to check progress towards their goals and find solutions in order to reach them.

We also use MGP as a consolidation tool. It acts as a "hub" for all financial accounts to make our clients' lives a little easier. It can work with most Retirement Accounts, College Accounts, Bank Accounts, Student Loans, Car Loans, Mortgages, Credit Cards, and many more!

Contact Us to Set Up Your Account