At Planmark, we use a holistic Wealth Management program. We take a “big picture” approach. Planmark helps you simplify the demands of managing your wealth in order to enable you to devote time to your family, your business and your personal endeavors.
We create a personal wealth management website that gives you the ability to organize all your assets 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 private documents
Your financial and estate plan
Your retirement and cash flow models
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 as you choose: