We developed a service platform that allows us to support your lifestyle choices, not micro-manage them.
We know the word budget is a non-starter for many clients so we do it for you through the use of technology and data aggregation. Our client portal allows you to aggregate all incomes and expenses from checking, savings and credit card accounts in one place.
We work with you to set up the tool, monitor the integrity of the data being provided directly from your bank and credit card providers and use the information received to develop budget tools based on your real lifestyle in real time.
Our clients have access to a client portal 24 hours a day 7 days a week, where they can track spending and account balances.