Our Platform
Your Personal Wealth Management Platform
At Seneca Financial Advisors, we aim to protect the confidentiality of your personal information that you have entrusted to us. Therefore, we would like to introduce you to a client website aimed at making the exchange of files easier and more secure with your own personal financial home page providing security and confidential access to your wealth management data at anytime. Key Features of your personal financial website include:
- Safe document storage of legal, financial & personal documents in one secure location
- 24/7 online and mobile anywhere access
- Up-to-date and informative reports including: investments, retirement, trusts, insurances, real estate holdings, & bank accounts
- Real-time balance sheets and account tracking history for all accounts
- Valuable and up-to-date investment research with the click of a button
- Account Integration
