SSFFA Personal Financial Dashboard
An engaging, digital experience makes the difference in your financial planning for the future. SSFFA Personal Financial Dashboard gives you on-demand access to your financial picture in one place to monitor account activity, track progress toward goals, evaluate spending, and much more – placing you at the center of your financial world.
Account Aggregation & Organizer
ACCOUNT AGGREGATION AND ORGANIZER
Connect all of your accounts in one place for your complete financial picture.
Financial Goal Tracking
FINANCIAL GOAL TRACKING
Easily add, personalize, and track progress toward your financial goals.
Unlimited Document Storage
UNLIMITED DOCUMENT STORAGE
Safely store all your important files and access them from anywhere.
Spending & Budget
SPENDING & BUDGET
Create budgets and track spending automatically through your personal financial dashboard.
Mobile Web Access
MOBILE WEB ACCESS
Access to your personal financial dashboard whenever you want, from wherever you want.
Dashboard Overview
Life in a Box
Safe & Secure
Contact us today to start your own personal financial dashboard.
Step Towards Your Dreams
Learn more about our consulting process and the tools we’ll use to help guide you along the way.
Decision Planning
Learn more about how we work side-by-side with you to understand the financial impact your decisions have on your financial plans.
Interactive Planning
Better understand how your financial advisor’s advice and an interactive planning technology come together.
The Vault
Learn more about the vault, and easy way to secure, organize, and access important documents.