Through our technology partner, Morningstar we offer you the ability to aggregate your accounts from multiple sources into a single, secure system.
You can then view and analyze this aggregated portfolio and see your exact net worth on a daily basis. This aggregation includes both asset and liability accounts, so you can gain a complete and up-to-date picture of your wealth.
The types of accounts you can aggregate in the Morningstar system include:
- Investment Accounts (Pershing, Schwab, etc.)
- Managed Money Accounts
- Direct Mutual Fund and Variable Annuity Accounts
- Bank Accounts
- Alternative Investments
- Car loans
- Credit Cards
- Bill Pay
In addition to aggregating your accounts, Morningstar allows your financial advisor to manage your wealth on a more holistic basis, whether your advisor is running financial plans, investment proposals, or simply analyzing your assets.