The smartest way to manage your planning
What We Do
Our purpose is to be your destination for storing the information that means the most to you and your family. We offer a secure environment to store your asset and liability details as well as all the pertinent documentation for your financials, taxes, legal, banking, and investments. We provide the ability to share this information with your trusted advisors and loved ones.
Secure
Utilizing best-in-class encryption and compliant security & privacy standards in building our platform. Your data is our top priority.
Track Net Worth
Input your assets and liabilities to begin to track your overall changes to your net worth.
Store/Share Documents
Store your valuable documents in a safe environment so they are easy to locate. Share them with those that need to know they exist.
Request demo
To schedule a product demo with one of our product consultants, please fill in your contact details
Tel: 913-667-2090
P.O. Box 8083
Prairie Village, KS 66208