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

 

One or more individuals are securities licensed through Investacorp, Inc., a registered broker/dealer, member FINRA and SIPC. Securities business cannot be transacted in other states until after the appropriate license is obtained. FINRA's homepage is www.finra.org and Securities Investor Protection Corporation's homepage is www.sipc.org. Advisory services offered through Investacorp Advisory Services, Inc. Linked sites are strictly provided as a courtesy. Investacorp, Inc., and its affiliates, do not guarantee, approve nor endorse the information or products available at these sites, nor do links indicate any association with or endorsement of the linked sites by Investacorp, Inc. and its affiliates.
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