Motive Wealth 與 Robinson Smith Wealth Advisors 使用情況與統計

Motive Wealth offers a secure, personalized app that can serve as the digital hub for your entire financial picture and plan. Key features include: Investment portfolio reporting – easily review your current Motive-managed investment holdings, asset allocation, performance, and more through interactive tables and colorful charts. Net worth reporting – get a complete view of your entire net worth. You can even link external financial accounts—such as retirement plans, bank accounts, and mortgages—for daily value updates. Document vault – safely store and access important financial documents—like estate plans, insurance policies, and tax returns—in a secure, cloud-based vault. Financial plan summary – stay updated with a current report of your custom-tailored financial plan. Collaboration – empower your professional advisors—accountants, attorneys, and insurance specialists—to collaborate in real-time by granting them viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.