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Wealth eValuator ™
Net Worth Management Made Easy
wealth.emaplan.com/unifi/
Automatic Updates All Your Accounts
Olympus Financial Advisors LLC, introduces Wealth eValuator ™, an innovative product and service for high net worth individuals to automatically update all your accounts daily.
Unlike manual systems that require hours to monitor account values, enter amounts in complicated spreadsheets, and output reports that are difficult to understand, Wealth eValuator gathers these values overnight, every night, and provides a constant tracking of your accounts.
What accounts are tracked? Assets, Investments, Bank Accounts, Liabilities, Loans, Stock Options, and more…even Frequent Flyer Miles! All information is aggregated and reports are available including balance sheets, cash flow statements and more.
How Wealth eValuator Works
Using web-based software and security encryption similar to Wall Street, your account log-on information is entered for each financial institution. Our sophisticated software then gathers the account data for you. There are agreements with over 5,000 financial institutions for these feeds, and each communication uses state-of-the-art encryption. Your accounts are programmed according to type, such as brokerage account, IRA, retirement plan, insurance, real estate, checking and savings accounts, income and living expenses. All accounts are updated overnight, so you have a constant, accurate view of individual accounts and your total net worth.
Your personal financial website is available to you 24/7 anywhere you have an internet connection. It’s even viewable on your cell phone or handheld device.
Click on one of the links below to learn more:
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