My Financial Home
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.
Safe & Secure
Routine Security Testing
We use third-party security auditors and software to identify vulnerabilities within your system and to assist us with remediation efforts.
Password Protection
You have a unique username and password, ensuring that only you can access your information.
2-Factor Authentication
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 with 24/7 security and video surveillance.
Non-Transactional
Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.