WealthDirect
A Financial information and management tool connecting you to everything you own
BC WealthDirect is a financial website and management tool that enables our clients to monitor their personal wealth 24/7.
Having their own private portal gives them a global view of their finances and a virtual vault, where they can safely store all of their vital and valuable documents.
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Features
Accounts Overview
Connect your bank accounts, 401k plans, mortgages, life insurance, and more
Spend Tracking
Know how much you're spending and where
Budgeting Tools
Set goals and monitor cash flow to help you reach your savings goals.
Investments
Overview
Detailed view of investment accounts
Digital
Documents Vault
Safely store/access wills, trusts, POAs, tax returns, insurance policies, and more
Education
Center
Helpful information at your fingertips
Alerts & Alarms
Set custom alerts
to keep you in the know
Benefits
Customize Your
Dashboard
Organize your WealthDirect dashboard to best suit your own preferences
Mobile Friendly
Easily access WealthDirect from your smartphone and other devices
24/7/365
Access
Access WealthDirect
anytime, anywhere
Collaborate with
Professionals
Screenshare with your advisor.
No third-party software necessary
Safety &
Security
WealthDirect employs 256-bit SSL encryption, password protection, firewalls, intrusion detection, audits and inspections, and is certified hacker safe and entirely
non-transactional
