Exciting news! Sojourn Wealth Advisory’s new online Client Portal AND Mobile App have launched. Clients can now track their financial progress like never before with far greater capabilities.
Looking for ways to be more intentional with your money and track your financial progress like never before? Then keep watching.
Hello, Sean Williams with Sojourn Wealth Advisory. I’ve got some exciting news to share with you today. If you know me and have watched these videos you know that I am focused on helping families manage their resources for the opportunities ahead. Well, I’ve got some exciting news for you.
We now have a Client Portal AND a Mobile App. Let me explain.
Financial planning typically involves finding out what it is you want to accomplish, gathering a host of different documents, and then after quite a bit of research and analysis, creating a financial snapshot of where you are today, making some key assumptions, and then looking at alternative scenarios, or choices or options you may have, and then looking at the potential outcomes.
Creating a financial plan is extremely important, but unfortunately the plan can become outdated due to changes over time. And for some, the thought of compiling all that necessary information can seem daunting. Which is why I’m really excited to share this news with you.
Moving forward, If you are engaged in financial planning, you will be able to access to your financial plan whenever you want with real-time updates. You will be able to aggregate information from over 8,000 financial institutions using encrypted data security similar to how your bank does.
The planning process can now be far simpler, less time-intensive, and provide you with greater insight. Planning and reviews can now be even more collaborative.
These enhancements will allow you to be more intentional with your money, more informed about your current position as well as potential options, and hopefully more impactful for whatever it is that you wish to accomplish.
When considering this offering it was extremely important to me that it meet certain privacy standards.
- There is no payment, transfer, trading, or any transactional functionality available through the client portal. This is extremely important because of security.
- The Client Portal offers data encryption of 2048-bit asymmetric encryption and 256 symmetric encryption.
- If a client wishes to engage in financial planning but doesn’t wish to use the Client Portal we can still provide a financial plan.
This will allow for far greater capabilities because it will provide you with greater access and insight. These enhancements will deliver a more dynamic and collaborative experience, literally at your finger-tips.
So, if you’re an existing client that’s engaged in financial planning and you would like access to your client portal be sure to reach out to me. Also, I’ll be sending out separate client communications with more information as well.
If you’re not an existing client but would like to begin the conversation, be sure to reach out to me.
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Thanks for your attention and for letting me share this exciting news.
Until next time, Sojourn well.