Introduction to Planmark’s Wealth Management System

Planmark gives you the ability to organize all your assets with all your advisors and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your financial and estate plan. Your retirement and cash flow models.

Planmark helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.

Benefits to Planmark clients:

  • Immediate access to all financial related matters in a single location
  • All information is current, updated daily, available with one click of a mouse
  • Your financial plans are continuously updated with current account information

Organize, consolidate and integrate you finances:

  • Financial goal/plans
  • Balance sheet/Net worth statements
  • Asset allocation strategy
  • Account aggregation
  • Cash flow/Retirement Models
  • Tax and Wills, Trusts, tax returns
  • Estate Plan
  • Insurance coverages and Summary