Personal Financial Dashboard 2017-12-11T18:12:03+00:00

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.

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Step Towards Your Dreams

Learn more about our planning process and the tools we’ll use to help guide you along the way.

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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.

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Interactive Planning

Better understand how your financial advisor’s advice and and interactive planning technology come together.

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The Vault

Learn more about the vault, and easy way to secure, organize, and access important documents.

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