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Expand your view of your financial world
with revolutionary technology and insight you haven't heard before.

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Financial-homepage_sm See your
big picture
The-vault_sm Store important
information
Reports_sm Follow key
indicators
Awards_sm Track awards
programs
Personal-biography_sm Capture your
life story
State-of-the-art-security_sm

Know your
data is secure

Mobile-access_sm Access information
on the go
Aggregation_sm Consolidate
financial data
Market-watch-lists_sm Track the
markets
Alerts_sm Stay up
to date


To get where you want to go,
you need to know where you are.

The Living Balance Sheet starts you on the path to achieving financial balance.


It does this by helping you better understand your financial representative’s recommendations. You view your four financial domains (Assets, Liabilities, Cash Flow and Protection) side by side, so you can get organized, stay organized, and truly see the big picture.

Get Started Now

Find a financial representative

For your life

For your business

Why a financial representative? How can I move toward
financial balance?
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Financial-homepage_lg
Personal Financial Homepage
Get daily updates of assets, liabilities, cash flow and insurance in one convenient place, accessible from anywhere at anytime.
The-vault_lg
The Vault
Store and protect valuable personal documents, as well as irreplaceable photos, videos and family histories.
Reports_lg
Observation Reports
See current details of key financial indicators, so you can make more informed decisions.
Awards_lg
Awards Tracking
Automatically monitor frequent flier miles and other awards programs in one convenient place.
Personal-biography_lg
Personal Financial Biography
Document your financial objectives and capture your life story to leave as a legacy for future generations.
State-of-the-art-security_lg
State-of-the-Art Security
Gain peace of mind knowing that your financial information is secure and protected with state-of-the-art technology.
Mobile-access_lg
Mobile Access
Monitor your finances from anywhere with easy access to your personal website via your mobile device.
Aggregation_lg
Daily Aggregation
Keep on top of changes with daily aggregation of your financial information, available from more than 6,000 financial institutions.
Market-watch-lists_lg
Market Watch Lists
Stay on top of the latest developments with instant access to the day’s market activities.
Alerts_lg
Alerts
Get automatic notification of important changes or milestones in your financial situation.




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