The Personal Financial Dashboard

One Picture Of You - The Personal Financial Dashboard

Most business owners have many different accounts between banks, mortgages, investments, insurance plans, and frequent reward programs. In addition, a business owner generally acquires many important documents including articles of incorporation, business agreements, mortgage deeds, and retirement plan documents. We have a specially designed software program where you can see all of your accounts from every mortgage, bank, investment, insurance, and frequent reward company all updated in one place daily. You can see this on your computer anywhere in the world or on your Blackberry or i-Phone. No more Excel spreadsheets or having to spend money on having your staff prepare a Personal Financial Statement for the bank. Also, you will have an online safety deposit box to store all of your important documents.

One Clear Picture