FMI FINANCIAL TOOLS
A faster, better way to manage your wealth
Our clients are able to manage their account and our relationship with access to our package of financial tools from anywhere, anytime including:
90 DAY FREE TRIAL
Account aggregation tool to see everything in one place
Loan payment tool to help tackle your mortgage and student loans
Interactive budget tool to keep you in control
Account performance and balances measured against benchmarks
Life insurance needs analysis to see how much coverage is needed
College funding projections that adapts to changing education trends
Simulate different retirement scenarios to know your options
Estate planning checklist and analysis to see your wishes through
And many other empowering tools that allow you to manage your finances on your terms.
Contact us to learn more.