Those who know what they have fare better than those that don’t.
Our WealthTrak platform is a secure online portal to help organize and track your family’s finances…your personal digital wealth management portal.
With a simple, user-friendly interface WealthTrak provides Aggregated Account Information with Budgeting, Intraday Investment Updates, Online Vault for storing documents.
- Dashboard: A consolidated view of everything you own and everything you owe, updated daily.
- Spending: Track spending habits and monitor cash flow.
- Budgeting: Set budgets and keep track of your progress as you reach your savings goals.
- Investments: Interactive charts and detailed summaries to increase knowledge of your financial accounts.