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WealthCompass

To help stay on top of your financial life, we offer WealthCompass – a technology that provides you the comprehensive financial planning tools to assist in reaching your goals. This next-generation financial information and management tool allows you to organize, store and monitor all of your important financial data in one place. WealthCompass provides you with a level of coordination and control over your financial wellbeing which was previously unavailable.

See Your Financial Goals

On track for retirement? Buying a house? Saving for college?

Track Your Expenses

Stay on top of your budget and track your expenses.

All Accounts In One Place

Link your financial accounts with automatic daily updates.

Unlock More Value

Retirement, education planning, tax planning and more.

Take a quick tour of the WealthCompass technology!


Account Aggregation

Account Aggregation

Bring together your bank accounts, credit cards, and investment accounts all in one place. It’s finally easy to see your full financial picture!

Budgeting Tools

Budgeting Tools

Get access to tools to manage your budget, track spending in various categories, and manage expectations for future spending.

Interactive Retirement Planning

Interactive Retirement Planning

You can create multiple retirement scenarios, stress tests, and more.

Tax-Efficient Strategies

Tax-Efficient Strategies

Easily see how you'll save money with an optimal tax-efficient distribution strategy.

Debt & Student Loan Analysis

Debt & Student Loan Analysis

Use our unique debt and student loan module to show you different scenarios and ease the burden of your current payments.

Insurance Needs Evaluation

Insurance Needs Evaluation

Protect yourself in the event of disability or death by evaluating your needs in different situations and identify ways to ensure your success.

Social Security Optimization

Social Security Optimization

Want to find out how to maximize your Social Security income? You can confidently make big decisions, like when to start receiving benefits.

Demystified Estate Planning

Demystified Estate Planning

Replace your anxiety with peace of mind, knowing your estate is in order by learning about the flow of your assets at the end of life, including any possible estate tax ramifications.

Are you ready to start your financial planning journey and create your WealthCompass account?


Start Your Journey

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