BASE CAMP
YOUR COMMAND CENTER
Organize. Collaborate. Empower.
Clients have exclusive access to a personal financial website that we call Base Camp. It provides real-time, on-demand access to your financial life. Are you on track to retire, pay for college, or buy that dream home? Monitor your financial plan progress anywhere, anytime from Base Camp.
Quick Registration and Onboarding
Be empowered to take control of your privacy and data with self-registration, followed by an automated and intuitive financial fact-gathering workflow.
Easily Aggregate All Your Accounts
Safely and securely connect all of your financial accounts for a consolidated view of your complete financial picture.
Track Progress Toward Financial Goals
Easily add, personalize, and track progress toward your financial goals, including spending and budgeting tools as well as custom reports.
Unlimited Document Storage
Safely and securely store all of your important documents and access them from anywhere, anytime directly from Base Camp. Your loved ones will appreciate the organization and peace-of-mind it provides them.