e360°

e360° gives our clients the ability to organize all of their personal and family financial information in one place.  We consolidate your information and present it in a way that is easy to understand and accessible anytime and anywhere via internet access.  Traditional wealth management firms typically report static information—showing a snapshot of a moment in time.  We update account values nightly so that our analysis reflects current market conditions.

This system also provides monitoring tools that will alert us of any changes in your accounts or information; including, performance thresholds, automated alarms, and periodic evaluations.

In addition, the system provides a Vault.  The Vault is an online storage facility that stores and protects valuable personal documents such as wills, trusts, insurance documents, and passports in an electronic format.  Clients have found the online Vault to be extremely beneficial in times of crisis or natural disaster when hard copies of valuable documents or memorabilia are no longer available.

Please contact one of our advisors if you have any questions regarding e360°.