Wealth View

Introducing Wealth View

Wealth View is a unique online portal where all of your important financial information can be consolidated in one place and updated daily. That up-to-date information is then coordinated with your financial plan. Using the latest in data aggregation and secure online storage, Wealth View can make your life easier and also allow for SWC to have a deeper insight into your financial picture and offer more proactive advice. You can also authorize loved ones access to your personal information in a time of crisis.

In summary, Wealth View offers: