Capabilities: Wealth Platform

Our mission to be your most trusted financial resource extends to our client-facing technology platform. Our secure and protected Personal Wealth Platform (PWP) provides the portal to your financial information and planning strategies from anywhere and anytime – including mobile access.

ACCOUNT VISIBILITY
Investment accounts, bank accounts, mortgage balances, lines of credit, annuities, stock option information can all be viewed and tracked on PWP, with balances updated daily. You can also list real estate, art, collectibles, life insurance, long-term care policies and any other assets you own. Together, this builds your asset allocation balance sheet, net worth and other personal financial statements presented in well-formatted reports and graphics.

DOCUMENT VAULT
Your financial life includes documents such as wills, trusts, powers of attorney, property deeds, tax returns, art appraisals etc that can be scanned to your Document Vault and retrieved whenever you need them. When hard copies are inaccessible, take comfort that these critical documents are a login away.

EVENT ALERTS
The platform provides a robust rules-based event monitor to track when an account balance goes below a certain point, a stock option grant is about to expire, a restricted stock units matures, or your aggregated asset allocation across multiple accounts has changed beyond a pre-set range.

ROAD WARRIOR
We recently introduced a new service to track in one place your frequent flyer miles, hotel award points, credit card awards, and other loyalty programs - a useful way to cost-effectively plan your next dream vacation.

Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser.
Additional investment advisory services offered through ANFS, Inc., a registered investment adviser not affiliated with FSC Securities Corporation.
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