myWealthConnect
Dougherty & Associates' myWealthConnect is a next-generation financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere in the world via your own secure and protected Personal Financial Home Page.
myWealthConnect provides you with a level of coordination and control over your financial affairs that was previously unavailable, and allows us to better serve your financial needs.
myWealthConnect allows you to:
View All of Your Account Together, with Balances Updated Daily
Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock option information, etc. can all be viewed and tracked on myWealthConnect, with balances updated daily. You can also list real estate, art, collectibles, life insurance, and any other asset you own.
Store All of Your Important Documents in One Place
Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, drivers licenses, passports, and any other important document, can be scanned to your Personal Secure Digital Vault, which you can access from anywhere in the world with an internet connection. Your online Vault can be especially useful in times of crisis or natural disaster, when hard copies of valuable documents may no longer be available.
Create Alerts to remind You of Important Tasks
myWealthConnect allows you to set up automatic reminders to yourself, sent to your e-mail address, for anything, from anniversaries and birthdays, to tax filing dates and CD maturing dates. It also allows you to create automatic alerts that will send you an e-mail if an account balance goes below a certain amount, or a stock option grant is about to expire, or your asset allocation has changed beyond an pre-set range.
Track All of Your Award Programs in one Place
myWealthConnect allows you to track in one place your frequent flyer miles, hotel award points, credit card awards, and other point programs that you participate in.
Collaborate More Effectively with Your Advisors
With myWealthConnect you can collaborate with your advisors by giving online access to specific documents in your digital vault to specific advisors, for example, you could allow your account-ant to view your tax returns, your attorney to view your wills and trusts, etc. You can also print updated reports such as cash flow, balance sheets, projected estate taxes, asset allocation, insurance summaries, and more.
If you would like to learn more, please click on the link below to view a short and informative video. (Try and guess the name of the famous actor who narrates the video.)
Click here to watch a short video.
Also, feel free to call us at 800-225-6647.
myWealthConnect provides you with a level of coordination and control over your financial affairs that was previously unavailable, and allows us to better serve your financial needs.
myWealthConnect allows you to:
View All of Your Account Together, with Balances Updated Daily
Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock option information, etc. can all be viewed and tracked on myWealthConnect, with balances updated daily. You can also list real estate, art, collectibles, life insurance, and any other asset you own.
Store All of Your Important Documents in One Place
Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, drivers licenses, passports, and any other important document, can be scanned to your Personal Secure Digital Vault, which you can access from anywhere in the world with an internet connection. Your online Vault can be especially useful in times of crisis or natural disaster, when hard copies of valuable documents may no longer be available.
Create Alerts to remind You of Important Tasks
myWealthConnect allows you to set up automatic reminders to yourself, sent to your e-mail address, for anything, from anniversaries and birthdays, to tax filing dates and CD maturing dates. It also allows you to create automatic alerts that will send you an e-mail if an account balance goes below a certain amount, or a stock option grant is about to expire, or your asset allocation has changed beyond an pre-set range.
Track All of Your Award Programs in one Place
myWealthConnect allows you to track in one place your frequent flyer miles, hotel award points, credit card awards, and other point programs that you participate in.
Collaborate More Effectively with Your Advisors
With myWealthConnect you can collaborate with your advisors by giving online access to specific documents in your digital vault to specific advisors, for example, you could allow your account-ant to view your tax returns, your attorney to view your wills and trusts, etc. You can also print updated reports such as cash flow, balance sheets, projected estate taxes, asset allocation, insurance summaries, and more.
If you would like to learn more, please click on the link below to view a short and informative video. (Try and guess the name of the famous actor who narrates the video.)
Click here to watch a short video.
Also, feel free to call us at 800-225-6647.
