Freestate achieves real-time, online collaboration with clients (and their other advisors) through the Freestate Wealth Manager tool. This personal online system allows clients to organize, consolidate and integrate their financial affairs in a single location in real time. Among the features are:
Account aggregation allows a client to view a daily total wealth summary compiled from the client’s multiple financial institutionsA personal financial home page to facilitate secure client/advisor collaboration
Continuous online access to financial goals and plans, assumptions, financial models, and investment strategy developed by Freestate
A client financial and estate plan which is continuously updated based on latest market results
Please click here for a video presentation on the Freestate Wealth Manager.
