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Your Open Window Personal Financial Website

Take control of your financial world, easily and securely


Do you need access?  Request

Contact our office to request access, or set up a tour, today.


  • Create one consolidated view of different financial accounts (cash, investment, credit, loan, etc.)
  • Share and store important documents like tax returns or a family recipe
  • Look deeper into your investments 
  • View your portfolio results (and any archived financial plans or tax reports)
  • Increase awareness of your spending (and income), all automatically
  • Recognize if you’re saving enough (or alternatively, know if you can spend more or give more)
  • Share (limited) access with your accountant, attorney, or a family member

Private. Secure. Automated. 


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.