OUR TOOLS
Revolutionary advances in technology are all around us – and not just in dentistry! M5 clients have the benefit of using certain tools and reporting programs that enable them to monitor and track their finances in real-time.
The M5 Dashboard is an interactive wealth management tool, utilized by our clients and monitored by your advisory team. In the past people have completed financial plans that reflect their financial situation at a particular point in time. Knowing that life is constantly changing, we use a system that continues to track and monitor your financial plan on a daily basis. When life happens, we respond.
The M5 Dashboard includes:
• Personal website with 24 hour access to all of your financial information
• Account Connections – aggregation of bank accounts, credit cards, investments, etc.
• Alerts to let us know of important changes in your accounts
• Online Vault for storing documents – Estate planning, corporate documents, insurance policies, etc.
• Frequent flyer account mileage tracking system
• Mobile app account access
• Real-time budget tracking system
We strive to provide the best strategic advice available to ensure our clients make informed investment and lifestyle decisions. This personalized planning tool will assist us in making these decisions with up-to-date and accurate financial information.
