A powerful digital platform from The MFA Companies giving you a consolidated view of your overall net worth via a customizable dashboard that pulls together all of your accounts and updates them on a daily basis via the system’s powerful account aggregation engines.
KEY BENEFITS
View all of your financial accounts, all in one place with a personal balance sheet that provides a true picture of your net worth, including a detailed breakdown of all of your assets and liabilities.
Track transactions across all of your accounts with an innovative view into your cash inflows and outflows that shows precisely how those impact your overall financial situation.
Store and share personal documents securely using the Vault. This is the perfect place to house your Will and other estate documents.
Control authorized access to your accounts and files on an account-by-account and file-by-file basis. Using this feature, you can permit additional parties access to any of your accounts or files without granting them access to your entire portfolio, bank account information, etc.
Optimized for mobile and tablet devices, your portal features an intuitive layout that allows you to access your information from anywhere and update your information on the go.
IT’S EASY TO GET STARTED
MFA Wealth Management is available by contacting your wealth advisor at The MFA Companies today.