Your Personal Financial
Website

 

As an Undivided Client, it is critical you have access to your Undivided Plan any time you want, from any location.

Your Personal Financial website makes it easy to manage both your wealth and your well-being.

  • Organizer

    Connect all your accounts for a complete view of your financial picture.

  • Vault

    Safely store your most important financial documents, accessible 24/7.

  • Investments

    Interactive charts & detailed views help monitor all your accounts & goals.

  • Budget Tools

    Set budgets to help reach your goals & track where & how you’re spending.

  • Screen Share

    Join a screen sharing session easily for interactive planning anytime, anywhere.

  • Mobile

    Your complete financial picture is available on your smart phone.