Your Open Window Personal Financial Website
Your financial world, easily and securely
Do you need access? Request
Contact our office to request access, or set up a tour, today.
Benefits:
- Create one consolidated view of all financial accounts (cash, investment, charitable, credit, etc.)
- Share and store important documents like tax returns or a family recipe
- Look deeper into your investments in a clear and straightforward manner
- View your portfolio results (and any archived financial plans, investment results, or tax reports)
- Increase awareness of your cash flows (income and spending), all automatically
- Recognize if you’re spending, giving, or saving optimally
- Share controlled access with your family, or another trusted professional (accountant, attorney, trustee)
Organize. Monitor. Collaborate.
Organize – Connect all your accounts for a consolidated view of your entire financial picture.
Bank Security – Password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. Read more...
Track Spending – Know automatically how much you're spending, and where (this data is private from Open Window, unless shared).
Secure Vault – Safely store your most important financial documents, accessible 24/7.
Monitor Investments – Interactive charts and detailed views help monitor all your accounts.
Mobile – A complete financial picture available on your smart phone and tablet.
Budgeting Tools – Create spending plans that fill automatically with live data.
Goals – See if you’re on track to reach your most important financial intentions.
Screen Sharing – Join a screen sharing session with Open Window quickly and easily anytime, anywhere.
Share Access – Grant access (limited or full) to a family member, or your accountant or attorney.
Control the information you share with us by using the Settings/ Privacy link.
Contact our office to request client access, or set up a tour, today.