CashBoard360

CashBoard360 is a streamlined way for you to interact with your finances and your financial advisor.

As technology makes it easier for you to stay in touch with friends and family, so too should your ability to check in regularly with your balance sheet, monthly cash flow, and personal financial advisor, and now you can!

Features:

- Chat: chat with your advisor with a simple touch
- Schedule meetings: one click will bring you to our easy calendar application
- Track your money: log in regularly to keep tabs on your net worth and budget
- News: Stay up to date with communications from your advisor