For investors who can remember rotary phones, mimeograph machines and switchboard operators, they most likely are unaware of how today’s technology can transform their financial life. For that matter, the vast majority of investors are stuck in what has proven to be the arduous task of keeping up with all of their banking, lending and investment relationships. So how does the internet, cellular devices, the Cloud and cyber security work together to help True North Financial Advisors meet their client’s desire for access to timely and accurate information about their financial life?
True North Financial Advisors, through innovative technology, utilizes a wealth management platform which is:
- A Personal Financial Website
- Designed to Organize Your Finances
- Simple to Use
- Updates Daily
- Accessible on Cellular Devices
- Safe & Cyber Secure
- Alerts & Alarms
- Collaborate with Advisors
- Provides Peace of Mind
- Dynamic Capabilities
True North Financial Advisors provide personalized financial planning and investment advisory services which are monitored through portfolio accounting and performance evaluation for the entire client portfolio, across all account trustees and custodians. The computerized wealth management platform can track client banking, lending and investment accounts across over three thousand financial institutions.
Technological change has created unique opportunities for you to view your financial matters on a more comprehensive basis. Contact us to learn more about how today’s technology can transform your financial life.
