My Financial Home

All of your financial accounts in one place!

My Financial Home is a proprietary tool providing our clients insight and control of their finances. This provides a central location for all of your finances. It has integrated tools for planning, forecasting and modeling which can be customized for each client.

Client Login

Safe & Secure

Password Protection

You have a unique username and password, ensuring that only you can access your information.

Routine Security Testing

We use third-party security auditors and software to identify vulnerabilities within your system and to assist us with remediation efforts.

2-Factor Authentication

With 2FA, you are required to enter a unique verification code sent to your mobile phone. This added layer of security ensures that only you can access your account.

Highest Encryption

Our system uses a 256-bit Secure Socket Layer to scramble your data, which is the highest level of encryption currently available.

Secured Data

We house your important data at secure, geographically separated data centers. Along with 24/7 security and video surveillance, these centers also utilize fire protection, electronic shielding, and database backup procedures to ensure your data is continuously monitored and protected.

Non-Transactional

Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.