Unlocking the Benefits of MyWealth

Secure, Convenient and Empowering

Greenleaf Trust offers multiple tools to enhance clients’ digital experience, one of which is the MyWealth platform. The MyWealth platform plays a role in the management and implementation of your comprehensive wealth management plan, as well as offers a secure way to house your important documents via the “Vault” feature.

Simplified & Organized Holistic Wealth Management

Within a single website, 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 holistic wealth planning tool, you can 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 such as checking and savings, credentials, etc.) will give you a real-time complete financial picture 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 of your holdings.
• Spending: Track spending habits and monitor your personal cash flow and budget.
• Document Vault: Unlimited access to a secure electronic document storage portal for your private records.
• Alerts: Email and mobile phone alerts to empower you to monitor the activity across all of your accounts.

Website Overview

Your home page is a living snapshot of your financial well-being. The home page is a high-level view of your financial information. This page is divided into separate tiles that represent the information contained within each section of the application.

The Organizer will help you to consolidate your important financial information into one place. Here you can add your accounts, financial data, people and property. The information included will be used to populate other areas of the tool, including the home page.

The Spending tab can give you a clear view of income and expenses each month. If there is no information on this screen, it is because a bank account or credit card needs to be added to “Accounts” in your organizer. Spending includes Overview, Budgets and Transactions tabs. Spending categories can be made custom to your needs. While this information defaults to private, you have the ability to share this information so that your client centric team can assist with budgeting if desired.

The Investments tab is made up of four components: Summary, Allocation, Analysis and Transactions. These will provide you with an overall view of your investments as well as the ability to drill into individual accounts and asset breakdowns.

The Vault tab is a repository in which files are stored by your team for your review and where you can store files.

And lastly, the Reports tab provides you with a series of reports about your financial situation. There is a plethora of information that is available to you as a Greenleaf Trust client. These reports range from net worth statements, all the way to investment allocation reports.

Why is Data Aggregation Important?

Data aggregation allows us to bring together all your accounts – such as checking, external 401(k) and investment balances, onto your personal financial website. This makes it simple for you to track your finances and enables us to build an accurate financial plan using up-to-date information.

Working with your client centric team to populate your personal financial website with accurate data will help them better manage your holistic wealth and implement your plan on a more comprehensive level.

What can the Vault do for you?

In today’s fast-paced digital landscape, safeguarding your important documents is more essential than ever. MyWealth’s digital “Vault” is designed to provide you with a secure, reliable and user-friendly solution for storing and managing your sensitive information. With advanced encryption and multi-factor authentication, you can rest assured that your documents are protected against unauthorized access.

The “Vault” offers convenience by allowing you to access your files anytime, anywhere. Essential documents such as account statements, performance reports and tax documents are automatically uploaded – ensuring you always have access to the latest information.

Enrollment

Action Item: Reach out to a member of your client centric team to submit your E-Consent form and enroll in document uploads.

Effortless Document Management

Whether you need to retrieve a policy, share financial statements or store personal records, everything you need is immediately accessible and organized. Our intuitive interface ensures that uploading, organizing and retrieving documents is seamless – saving you time and reducing stress.

Tip: To upload a document, open the folder of your choice within the Vault and select the blue Upload Files button on the top right of your screen. The “My Documents” folder is hidden from your team. If you are sharing a document with your client centric team, upload into the shared documents folder.

Enhanced Security and Collaboration

We are committed to empowering our clients with tools that make life easier. The MyWealth Vault not only enhances your security but also supports collaboration by enabling safe document sharing with authorized parties. Experience peace of mind knowing your most important information is only seen by trusted eyes.

Best Practice: Consider using the MyWealth Vault to share documents with your team of advisors.

Looking Ahead

We are excited to announce that later this year the MyWealth application for your mobile device will be available. This app will provide access to your financial profile, “Vault”, investment analysis and reporting all at your fingertips. Be on the lookout for another announcement as beta testing wraps up and the download becomes available.

Questions? As always, simply reach out to any member of your client centric team and we would love to assist with making the most of your personal financial website through Greenleaf Trust.