Total Wealth Monitoring

Salvus Wealthscape, our customized portal, provides an unobstructed view of our client’s entire financial life.

Our portal is:

• Comprehensive: Daily updated view of your entire net worth including investment accounts, retirement accounts, bank accounts, liability accounts and budgets.
• Convenient: 24/7 access available on your computer, tablet and phone.
• Collaborative: Communicate with us in real time to update financial plans, review accounts or securely share important legal and financial documents. Live screen sharing is available at all times.
• Empowering: Understand and analyze all of your assets and liabilities in one location in order to make informed decisions.
• Secure: Your confidential financial information is designed to be safe and secure, as our system use a 256-bit Secure Socket Layer to scramble your data, which is the highest level of encryption available today.

Sample Client