Wealth Management System
The Integrity Capital Wealth Management System helps you simplify the demands of managing your wealth enabling you to devote more time to your business, your personal endeavors and your family.
The System acts as a portal that consolidates and organizes information from all your investment accounts including 401k balances and stock option statements. It allows you to organize, consolidate and integrate your finances into a single point of reference.
Your comprehensive financial plan and all important documents such as your wills, trusts, deeds, tax returns and insurance policies are stored in your secure online vault.
Immediate access to all financial related matters in a single location. Your accounts and assets from all firms are always current.
Secure storage of important documents in your online vault.
Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis.
With our new mobile app, you can have access wherever you go on your Apple or Android device.
Our powerful budgeting software can help you get organized and stay on track. Transactions are automatically downloaded into your online and mobile versions of the software. You can see up to date expenditures by category and can actually use a budgeting tool to help you set guard rails and guide your spending.