We help our clients organize and manage their financial life with their own digital wealth management portal to keep them connected to all their finances that offers account aggregation, financial planning and an online storage facility that helps them keep track of valuable documents (wills, trusts, insurance policies, etc.). Click here to watch Life in A Box video.
Our clients have access to their personal financial website from wherever they are and on any device they choose.
The same great features...on the go!
Our intuitive organizer helps you coordinate all of your important account information in a single secure location
A consolidated view of all of your accounts provides a complete financial picture updated in real time.
Unlimited access to secure electronic document storage keeps your most valuable records safe and accessible.