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Confidential Financial Website

Where Planning Your Future Begins

Client Centered

We want steering your finances to be as easy as possible for the important journey ahead. As a Bassett Financial Advisors client, you receive access to a personal, secure website which organizes all of your financial information (even accounts we don't manage for you) into a single location. Your personalized website allows you to see your assets, liabilities, budget, insurance, taxes, estate plan, and important documents uploaded to your vault. 

Your information is updated throughout the day in real-time. You may access your website through any computer or mobile device.  

  • Perfect for when you are away from home or travelling.
  • Sleep well knowing all your data is safe and encrypted.
  • Go paperless to protect yourself from natural disasters.
  • Monitor cash flow.
  • Run hundreds of reports on your finances.
  • Excellent for Executors, Power-of-Attorneys, Trustees, Guardians, loved-ones, your attorney or accountant, etc.
  • Much of the data is shared with our financial planning software. Financial decisions are best made when all your data can be viewed in one place.