One of our biggest goals at Ideal Life Financial Advisors is to help simplify the lives of our clients. Wealth 360 is a powerful, user-friendly, tool that we would like to offer our clients which will help you organize your financial life with your own digital wealth management portal. Wealth 360 is user friendly and can help you with budgeting & spending, viewing your investments and storing important documents in a secure environment. From your Dashboard you will have a consolidated view of your complete financial picture and updated daily.
- Investments are detailed in interactive charts and summaries to increase your total awareness and knowledge of your financial accounts
- Education articles and videos are available to help increase your understanding of financials
- Budgeting helps you set budgets and keep track of your progress to reach your savings goals
- Spending tracks your spending habits, monitors cash flow helping you stay on the right financial path