It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.
But thankfully, Generational Vault – your virtual safety deposit box – allows you to upload important documents and view your financial information.
Generational Vault provides you with:
- A snapshot of your financial picture;
- Detailed records of your assets;
- Important financial reports and dynamic charts;
- And much more!
Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere.
Client Account Values
If you are challenged with multiple accounts and statements, the Generational Vault can be your solution. The system is designed to update with your investment values on a daily basis, complete with charts and graphs to illustrate them. Now, you can easily monitor your entire portfolio to ensure your investments continue to meet your objectives.
Financial Reporting
Net worth and cash flow statements are fluid. As life changes, so does your net worth and cash flow. With the included financial reporting tools, you can see an up-to-date snapshot of your financial life. This will help you make decisions about budgeting and investing to achieve financial success.
Online Storage and Security
Organize your personal documents and financial statements with the Generational Vault. It was designed to serve as an online filing cabinet. You and your financial services professional at Jones & Associates will be able to upload personal financial documents to your virtual vault. Viewable 24/7 from anywhere with an internet connection, you can always access your most important information.
Contact us today to discuss how Generational Vault can help you organize and safeguard the most important financial documents in your life.