CLIENT WEALTH PORTAL - 6.png

WEALTH STRATEGY PORTAL

BWM's Client Wealth Strategy Portal is your private, personal financial website.  It allows you to have a simple-to-understand summary of all your financial priorities, investments, insurance, banking statements, and important documents in one safe place. With it, you will be able to fully organize and manage your total financial affairs and establish your pathway to financial freedom and confidence.

Your Financial Dashboard FINAL.png

Your Financial Dashboard


This is the home screen, which can be thought of as a financial dashboard. It gives a big picture view of net worth, investments, and recent spending.

Your Wealth Organizer FINAL.png

Your Wealth Organizer

 

BWM's Client Wealth Strategy Portal organizer assists clients in entering their account information from multiple sources, such as banks, brokerages, 401(k)s, 529s, credit cards, mortgage, and insurance accounts, all of which will be updated daily and provide an instant overview of their financial life.  In addition, real estate, investment properties and businesses can be entered in the organizer. Important professional contacts and family members can also be entered so they are handy when clients need them. Finally, future goals and priorities, such as retirement income, education expenses, major purchases and charitable giving can be defined so that a BWM Wealth Adviser can view the wealth organizer and seek to provide the best wealth solutions.

Categorize Spending FINAL.png

Categorizing Spending

 

Here is an example of how the Client Wealth Strategy Portal categorizes spending according to the default categories set up by your credit cards and banks. It is easy to adjust spending categories. Credit card transactions are automatically downloaded, allowing immediate comparisons between actual and budgeted spending. For your privacy, this section can be excluded from an advisors access.

Big Picture FINAL.png

Big Picture

 

Here is a big picture view of investments. Any publicly-traded holdings can be researched and analyzed using data from Morningstar. 

The Wealth Vault FINAL.png

The Wealth Vault

 

The Vault page allows the secure storage of electronic files such as trusts, wills, insurance policies, tax returns and financial performance reports. 

Reports FINAL.png

Reports

 

The reports screen facilitates the production of many different reports such as balance sheets, 5-Year cash flow statements, asset allocation summaries, and summaries of insurance coverages.

Mobile Friendly FINAL.png

Mobile-Friendly

 

An additional feature of BWM's Client Wealth Strategy Portal is that it works seamlessly on computers, smartphones, and tablets.

WHO WE SERVE - 3.png
ENJOYING MORE & WORRYING LESS?

ARE YOU READY TO TAKE THE NEXT STEP TOWARDS

Request a no-cost, no-obligation second opinion meeting today.