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:
Account aggregation tool to keep all important data in one place
Debt payoff tool to help calculate and manage important expenses like mortgage and student loans
Interactive budget tool to keep you on track
Account performance and balances measured against benchmarks
And many other empowering tools that allow you to manage your finances on your terms.
Contact us to learn more.