YOUR ACCESS
Access Your Financial World through your Personal Financial Website
As an Undivided Client, we want you to have access to your Undivided Plan any time you want, from any location. Your Personal Financial Website Management website makes it easy to manage both your wealth and your well-being.
Having access to your Undivided Plan is critical to our interactive process
and to the dynamic planning experience you have with Undivided.
Organizer
Connect all your accounts for a consolidated view of your entire financial picture.
Investments
Interactive charts and detailed views help monitor all your accounts.
Screen Sharing
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
Vault
Safely store your most important financial documents, accessible 24/7.
Track Spending
Know how much you’re spending, and where.
Budget Tools
Set budgets to help reach your savings goals.
Mobile
A complete financial picture available on your smart phone.
Goals
See if you’re on target to reach your most important goals.