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Provides you with a consolidated view of ALL of your accounts through 2nd Opinion Partners as well as any outside accounts (401k, Savings, Checking, Mortgage, etc.). You can also track your spending and manage cash flow as well as store important documents in a safe and secure online vault.
LifePrint ® GuideCenter® Allows you to track your progress toward living your ONE BEST LIFE! Provides you with the results of your MoneyMind Exercises, HonestConversations, LifePrint Analysis, Investment ViewFinder and Priority Action List while also delivering a consolidated view of ALL of your accounts through 2nd Opinion Partners as well as any outside accounts (401k, Savings, Checking, Mortgage, etc.). Offers you a complete financial life overview that includes goal setting, tasks, a personal vault and more. Communicate with your advisor inside the LifePrint® GuideCenter® from anywhere, anytime.
Albridge Wealth Reporting allows you to track all of your 2nd Opinion Partners accounts and holdings in an easy to read consolidated view.