Here you can stay up to date with your net worth, organize your personal balance sheet, link all your assets & liabilities, provide instructions, log legacy contacts, designate & keep track of your beneficiaries for asset transfers.
Personal money manager for your financial assets where you can notify your family or loved ones about accounts to be closed, and debts to be settled.
You Subscribe, You Manage. Here you can record an inventory of subscriptions and provide access so heirs can terminate or assign as outlined in legal wills.
Organize your financial life here. You can review a financial snapshot of your wealth any time, giving a helpful summary of your current financial status.
Connect your accounts using PLAID and keep track of all your balances in one central location.
Stay in tune with your personal balance sheet of assets and liabilities, and know your value at all times.
Keep your loved ones aware of expenses and subscriptions so they can manage accordingly if you are no longer here.
According to a Capital One and The Decision Lab survey, 77% of Americans report feeling anxious about their financial situation. Financial Suite lets you view your Financial Report Card and always know your financial status and the impact on your legacy planning. Safeguard your financial assets today.