Generational Vault is a virtual “safety deposit box” for my clients to upload important documents and view financial information. It comprises three dynamic components, including:
· A secure portal to pass and store confidential financial documents
· Daily investment and banking, as well as snapshots of your financial assets and expenses for you to view your full financial position
· Client Corner featuring a welcome video, monthly newsletters and market commentary
Generational Vault is available 24/7. All data is secured with an SSL Certificate that uses a 2048-bit public encryption key, one of the strongest available, and adheres to compliance and regulatory requirements.
CLIENT ACCOUNT VALUES
The system is designed to update your investment values on a daily basis with charts and graphs depicting results. Now, you can easily view the whole portfolio to make sure your investments are doing what they are supposed to do.
FINANCIAL REPORTING
Net worth and cash flow statements are fluid. As life changes, so does your net worth and cash flow. With the included financial reporting tools, your can see an up-to-the-day snapshot of your financial life. This will help both you and your financial professional make decisions about budgeting and investing to achieve financial success.
ONLINE VAULTING AND STORAGE
To help you organize your personal documents and financial statements, the Generational Vault was designed to serve as an online filing cabinet. Your financial service professional can load information into the vault and most importantly so can you, the client. Viewable 24 hours a day and seven days a week, you can always access your most important information. All you need is internet access.
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