As a SevenWealth client, you will have your own personal wealth management website. We'll provide you with the tools you need to be extremely organized. Best of all, you'll be able to stay connected with your finances in one simple consolidated view.
From your financial Home page, you will notice a tour guide in the bottom right tile. These brief videos will walk you through the different areas of this portal. Your Home page is a living snapshot of your financial wellbeing. It's a high-level view of your financial information. This page is divided into separate tiles that represent the information contained within a particular section of the application.
The Organizer section will help you to consolidate all of your important financial information into one place. Click the different sections to add and edit the related information, including your accounts, financial data, people, and property.
The Workshop page will help you take a closer look at your retirement strategy, insurance protection, and education goals. Select a workshop and before you begin, verify you've completed the appropriated organizer sections.
The Spending tab gives you a clear view of what you're spending each month. If there is no information on this screen, it's because a bank account or credit card needs to be added to Accounts in your Organizer. Spending includes an Overview tab, Budgets tab, and Transactions tab. Use these pieces to create the most accurate view of your spending and your current budget.
The Investments tab is made up of four components: Summary, Allocation, Analysis, and Transactions. These will provide you with an overall view of your investments as well as the ability to drill into individual accounts and asset breakdowns.
The Vault tab is a repository which files are stored by us for your review, and where you can store files. To upload a file, click Upload Files link. The My Documents folder is hidden from us. If you want your advisor to see a document, upload into the Shared Documents folder.
The Reports tab provides you with a series of reports about your financial situation.
The Settings page is where you can set up alerts, update your security information (passwords and questions), and give permission for us to see spending information through Privacy tab.