Total Wealth View

Your Personal Financial Website

We make your life easier by providing unique services for staying organized, updated and prepared. By providing a comprehensive view of your complete financial picture you will have a deeper understanding of what is required to achieve your goals. Our wealth management system provides both you and your team with a secure view of your financial progress. You can collaborate with each other online at anytime, no matter where you are.

Experience The Joy Of the All-In-One App

Only one App to log into

Stop fumbling through different apps or websites to see where all your money is. We’ll link all your bank accounts, loans, mortgages, credit cards, investment accounts and more. Link all your other assets too; your autos, boat, real estate and any investment you may have.

Invest with confidence

Having the proper asset allocation is crucial to your investment success. In fact, over 90% of your performance is due to allocation alone. Total Wealth View makes it easy to see how your investments are distributed among the different asset classes and accounts.

Income and spending in one place

Get a clear view of all your income in one place. You can get alerts when money is deposited in your accounts. Keep track of rental income, interest and dividends as they come in. See all your spending also, and set budgets for different accounts as needed.

Keep important documents safe

With one, centralized and organized location to store all of your important financial documents and files, you and your family will always know where important documents are in times of need. You can also upload files into the Shared Documents folder to make them accessible to your advisor or keep files private and visible to only you.

Fast and easy reports

Do you want to know your updated net-worth by clicking a button? Get a balance sheet in just a few seconds under the reports section of your personal financial website. All the work is done for you. It’s always up to date and available at any time.

Personal service

Be empowered by technology, but talk to a real person too. We help you set everything up, no matter where you are. Our experts will guide you through the process of establishing cash flow planning and projections taking into consideration all of your family’s goals and objectives.

TAKE CONTROL OF YOUR FINANCIAL WORLD

MONITOR

INVESTMENTS

Interactive charts and detailed views help monitor all your accounts. Get automatic alerts when your asset allocation changes and take action quickly to minimize risk.

PRIORITIZE YOUR GOALS

Evaluate your goals and create a custom plan focused on helping you reach them. And because life is always changing, your plan should be dynamic as well.

SEE FUTURE PROJECTIONS

You’ll be able to see the projected impact of your financial decisions on your goals in real-time so you can visualize how each piece of your financial puzzle fits together.

SPEND

VISIBILITY INTO ALL ACCOUNTS

Connecting all your financial accounts brings your daily transactions from multiple institutions into one place for a complete and consolidated view of all your inflows and outflows categorized by type and account .

REAL-TIME EXPENSE TRACKING

Your daily spending transactions will instantly update in the Spending tab once you've connected your financial accounts. Alerts for high credit balance, large expenses, and budget exceeded allow you to respond quickly to unusual account activity.

INSIGHT INTO SPENDING HABITS

Financial transactions are automatically classified based on preset and customizable categories. You'll easily identify where you spend the most money and ways to save for future expenses.

PROTECT

HIGHEST ENCRYPTION

Our system uses a 256-bit Secure Socket Layer to scramble your data, further preventing access to unauthorized users. This is the highest level of encryption currently available today, and twice the standard followed by many financial institutions, including banks.

2-FACTOR AUTHENTICATION

Your wealth management system employs 2-Factor Authentication (2FA) that sends you a verification code to your mobile phone, which you are required to input along with your username and password .

NON-TRANSACTIONAL

Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.

Ready, Set, Goal!

Setting goals can be a tough task, but it is an important step toward securing your future. Your financial management site is a great tool to help you stay focused on your goals by knowing where everything is and keeping you focused on where you are going. Your site links all your financial accounts for a complete and up-to-date view of your financial situation. It will provide you with a daily snapshot of your progress, as well as alerts and reminders of financial factors that may impact your ability to achieve your goals.

If you could see how your choices today affect your financial future, imagine the advantage you would have! It’s important to have good answers and it starts by knowing what you have and what it’s worth so you can make informed decisions about what to do with it.

We give you the tools and technology that will help you make better decisions. We can’t predict the future, but we can help show you what it might look like by helping you plan for it.

“If you don’t know how close you are to reaching your goals – how will you ever get there?”

— Total Wealth View

Total View

The organizer feature of your financial website will give you a complete picture of your net-worth. You will see all your investments in one place without having to log in into each individual account. This includes your taxable and retirement accounts, investment property, private investments and more.

Total Control

Track your cash-flow in one convenient place. View all your spending and uncover budgeting shortfalls. Keep tabs on all incoming interest, dividends, rental income and more. There’s no better way to stay on top it all.

Total Peace of Mind

You can rest assured that all your data is safe and protected. Even your most valued documents are out of harm’s way and always available safeguarded under the highest military grade encryption.

Meet Some Of Our Happy Clients

Starling Marte

Veteran Baseball Player
I save a lot of time by having my own financial website. I see all my accounts and access my reports wherever I’m at. I love the convenience, security and the personal service I get.
Vladimir Guerrero

MLB Hall of Famer
I am happy to be able to see all of my assets in one place. I can stay on top of all my investmetns and keep track of my money. Simple and fast.
Orlando "El Duke" Hernandez

Four time World Series Champion
I have been using Total Wealth View for over twenty years. It’s the best way to keep an eye on my accounts and stay on top of my income and expenses. I recommend it to all my friends.