WealthDirect
Connecting you to everything you own
A financial information and management tool for individuals and families
Do you know where everything you own is and what everything’s worth?
WealthDirect by BaldwinClarke is a financial website and management tool that enables our clients to monitor their personal wealth 24/7 — giving them a global view of their finances and a virtual vault, where they can safely store all of their vital and valuable documents.
Learn more below.
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Features
Accounts Overview
Connect your bank accounts,
401k plans, mortgages, life
insurance, +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
Connect your bank accounts,
401k plans, mortgages, life
insurance, +more
Digital
Documents Vault
Know how much you're
spending and where
Education
Center
Set goals and monitor cash
flow to help you reach your
savings goals.
Alerts & Alarms
Safety store/access wills,
trusts, POAs, tax returns,
insurance policies, +more
Benefits
Customize Your
Dashboard
Connect your bank accounts,
401k plans, mortgages, life
insurance, +more
Mobile Friendly
Easily access WealthDirect
from your smartphone
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
