YOUR FINANCIAL LIFE... ORGANIZED˚ VISUALIZED˚ IN REAL TIME˚
Welcome to the Latitude Dashboard˚, a secured single sign-on solution to access and organize your financial world.
Your Latitude Dashboard˚ provides a consolidated view into all of your accounts and gives you a complete financial picture, updated in real-time. With a single sign-on, you can access information about:
- Bank Accounts
- Credit Cards
- Retirement Accounts
- Student Loans
- Auto Loans
- Insurance Policies
- Important Financial Documents
All this information can be accessed anytime and from anywhere. For more information on how to access your information on the go via your iPhone, iPad or Android device, please click here.
Looking for an simple to setup and easy to maintain online budgeting solution? Then you've come to the right place! The Latitude Dashboard˚ automatically aggregates your spending data so you can track spending habits, monitor cash flow and stay on the right financial path.
Organization is one of the best gifts you can give to your family. If something happened to you today, would your loved ones have access to your important financial information (credit cards, passwords, insurance policies, etc)? Does your current document management system involve an overstuffed cardboard box? With access to your Vault˚, you have no excuses...
Your personal Vault˚ provides:
- Secure electronic document storage that helps organize and protect your most important documents
- Access to your documents anytime, anywhere via the mobile app
- Convenient access to all financial planning documents prepared by our team
- Peace of mind knowing that, in the event of unforeseen circumstances, your family can easily access important financial documents
*To download our Vault˚ checklist, please click here or the attached PDF.
Your Latitude Dashboard˚ employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365. You can be confident that your important information is safe and secure. Comprehensive security protection measures include:
- Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.
- Password Protection
- Highest Encryption:
- Our system uses a 256-bit Secure Socket Layer to scramble your data to prevent access to unauthorized users. This is the highest level of encryption currently available today, and twice the standard followed by many financial institutions, including banks.
*For more details, please click here or the attached PDF.