One Wealth Life

One Wealth Life (OWL) is your single destination to gain a broader perspective on your overall wealth picture, stay on track toward reaching your goals, and make more informed investment decisions.

One Wealth Life offers a streamlined, intuitive dashboard for investors to easily view their account holdings, transactions and performance, as well as the ability to link outside accounts, upload secure documents, and more. Join today to have more meaningful conversations with your financial advisor about your path to better investment outcomes.

Feature Overview:
• View and access net worth, including assets and liabilities
• View all managed accounts by asset class
• Access accounts by finances, property and business, insurance, and legacy
• View your financial plan with probability of success
• Organize a personalized to do task list
• Manage your team of support staff
• Leverage financial planning tools
• Chat with clients
• View reports like balance sheet, portfolio allocation, and protection summary
• Access quarterly statements and tax documents
• Archive important documents like back statements, legal documents, estate plans, wills and passports.
• Integrate with popular tools like Redtail, MoneyGuidePro, and Asset Map