800.596.0253
LifePrint®GuideCenter® is a proprietary technology that allows you to view everything you own in one private and secure location online 24/7.
Do you know where all of your assets are and what they are worth?
You should and now you can...
It's one convenient location where all your personal data and life priorities are consolidated into one complete picture of you.
Communicate with your Advisor, set reminders and prioritize any follow-ups and to-do-lists to help keep you on track and engaged.
Life insurance policies
Loan documents
Wills & trusts
Financial & Healthcare power of attorney docs
House deeds
Automobile titles
Photos and more
Access to your personal identifying information is limited by using a privileged access management policy, commercial-grade encryption on all email communication that includes non-public or personal financial information, and two-factor authentication.
Commercial-grade anti-virus and anti-malware protection are used to restrict the use of removable media and secure transmission of data using commercial-level encryption.
Is a "view-only" website, you cannot move or transfer funds from this website
Does not list or show any account numbers
Is ISO 27001 Certified
Cannot see your user names or passwords for institutions you connect
Employs the highest security encryption: AES-256
Employs a third-party security auditor
Call us to schedule a no-hassle consultation to meet with us and learn more about the tools and technologies we provide.