Our Technology

NetXInvestor is an innovative, intuitive, and mobile-friendly platform available to you at your fingertips, 24/7. It provides a window into your financial world giving you instant access to your account, and all the tools you need to simplify your investment strategy.

The mobile-friendly platform lets you:

View balances, holdings, and account activity
Access a comprehensive investment dashboard
Benefit from document and statement eDelivery
Utilized mobile check deposit
Execute online trading
24/7 mobile access to account information
Apple and Droid Compatible

Consolidating your investments in one place can help put financial goals within closer reach—and simplify your savings strategy.

The Living Balance Sheet® (LBS) provides you with a consolidated and up-to-date view of your complete financial picture. With one account, you gain access to daily updates of all of your Assets, Liabilities, Insurance Protection, and Cash Flow. Your net worth is automatically calculated and updated daily based on your current assets and liabilities. With all accounts and values in one location, you always know what you have and what you’re worth.

LBS provides a secure online vault where you can safely store copies of important financial documents. Next time you need a copy of your will, birth certificate or tax return, you’ll know right where to look. The “track and monitor” system used in the LBS is non-transactional, so it’s impossible for money to be moved in or out. Our 256-bit, Secure Socket Layer (SSL) encryption has never been breached. As a client, you will have access to your own personal and secure LBS financial website.

The Living Balance Sheet® allows you to see what you have and how all your financial pieces fit together.

It is a great tool to help you:

Understand the effects of your financial decisions
Achieve and maintain an improved level of overall Financial Balance®