All of our clients have their own website. This is an important part of our process because it keeps us all on the same page. Their personalized website has the capability to sync all of their accounts from every financial institutions into their website.
Each of our clients' websites also have unlimited cloud storage. Our clients are able to upload all of their most important documents (passports, Wills, birth certificates etc.) to their website for safe keeping.
AND there is an App too! Now you can have access to all of your money on the go.