The Fourth Member of
Your Client Centric Team

Five years ago, we heard from our clients that they wanted a more robust online client portal. So, we did what we do whenever our clients speak. We listened. Then in early 2020, we rolled out MyWealth by Greenleaf Trust (MyWealth), our online client portal that provides a comprehensive overview of clients’ total wealth in one secure location.

I am writing about it now to encourage those clients who have not yet enrolled in MyWealth to give it a try. I use it and have found it acts as the fourth member of my client centric team.

Within a single sign-on, you have the ability to connect all your investment accounts, assets, and liabilities for a comprehensive and holistic picture of your wealth. Through our MyWealth planning tool, you will be able to monitor and organize your wealth within a safe and secure online portal, serving as your personal financial website. MyWealth offers the following capabilities to assist you in organizing and simplifying your financial life:

• Aggregation: A consolidated view of all your accounts and investments (including those outside of Greenleaf Trust) will give you a real-time complete financial picture of you on any device at any time.
• Dashboard: View of all your assets and liabilities on a consolidated basis, updated daily.
• Reporting: Develop interactive charts, customized reports, and detailed summaries for all your holdings.
• Spending: Track spending habits and monitor your personal cash flow.
• Budgets: Create budgets and keep track of your progress toward spending goals.
• Document Vault: Unlimited access to secure electronic document storage portal for your private records such as trusts, wills, tax returns, insurance records, and other identification documents.
• Alerts: Email and mobile phone alerts to empower you to monitor the activity across all your accounts.
• Electronic Delivery: A secure, simple, convenient, and green option to receive your financial statements and notices. Electronic delivery of these documents helps to minimize exposure to identity theft.

I confess that I like reading from paper. I have never read a book from a computer screen, and I actually have printed the internet. But I like having information that I need right away at my fingertips more. MyWealth provides me that capability. So, if you have not already, get enrolled. We can even help. It’s easy. Just reach out to your client centric team.