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
![BC-AccOverview BC-AccOverview](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-AccOverview-q5l90dv9dik2y9o3ar2howjcuf26zu87pswbps7wxg.png)
Accounts Overview
Connect your bank accounts, 401k plans, mortgages, life insurance, and more
![BC-DollarSign BC-DollarSign](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-DollarSign-q5l90b1qt0g7zfs6r7ulzf8z29g3cqx0pexv9yc3g4.png)
Spend Tracking
Know how much you're spending and where
![BC-Calculator BC-Calculator](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-Calculator-q5l90b1qt0g7zfs6r7ulzf8z29g3cqx0pexv9yc3g4.png)
Budgeting Tools
Set goals and monitor cash flow to help you reach your savings goals.
![bc-bargraph bc-bargraph](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/bc-bargraph-q5l90xlvd1b3q2vf3hlnn9k1bicwhheksilislenas.png)
Investments
Overview
Detailed view of investment accounts
![BC-Lockbox BC-Lockbox](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-Lockbox-q5l8y8sht3mki8s1str30fzk4tm3gnq837eid3e73o.png)
Digital
Documents Vault
Safely store/access wills, trusts, POAs, tax returns, insurance policies, and more
![BC-education BC-education](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-education-q5l90ikgboqikbh9jb3mjdcntcf12bqveg5r460y2c.png)
Education
Center
Helpful information at your fingertips
![BC-Alerts BC-Alerts](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-Alerts-q5l8zpfgftmmkenl9gi6w2pdeeenfpj6yfxp8l85f8.png)
Alerts & Alarms
Set custom alerts
to keep you in the know
Benefits
![BC-Gear BC-Gear](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-Gear-q5l919trtvrtx0do44vt1oh11ioo9jr3672u16wj1w.png)
Customize Your
Dashboard
Organize your WealthDirect dashboard to best suit your own preferences
![BC-mobile BC-mobile](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-mobile-q5l90vq6zd8j2uy5egseia144qm6237449aju1hfn8.png)
Mobile Friendly
Easily access WealthDirect from your smartphone and other devices
![bc-24-7-365 bc-24-7-365](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/bc-24-7-365-q5l8xst8kx0p0vf9e4ufc20q19sutsysd0b97e1w1g.png)
24/7/365
Access
Access WealthDirect
anytime, anywhere
![BC-collaboration BC-collaboration](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-collaboration-q5l8zd7jyz5wdh5c8t81hnsdoe2vnn6okrgdzzq9o4.png)
Collaborate with
Professionals
Screenshare with your advisor.
No third-party software necessary
![BC-security BC-security](https://baldwinclarke.com/wp-content/uploads/elementor/thumbs/BC-security-q5l8yh91ily5eqfrffeq4vuphagedxnt4d9vol1njo.png)
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