525 Plum Street
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.
We use third-party security auditors and software to identify vulnerabilities within your system and to assist us with remediation efforts.
You have a unique username and password, ensuring that only you can access your information.
This added layer of security ensures that only you can access your account.
Our system uses a 256-bit Secure Socket Layer to scramble your data, which is the highest level of encryption currently available.
We house your important data at secure, geographically separated data centers with 24/7 security and video surveillance.
Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.