Learn more about what you can do to take charge of your financial life.
With Marshall Financial Solutions, all of your financial information and your financial plan are available to you 24 hours a day. You will be given a private client website to keep track of all your finances. Link all of your bank accounts, investments and debts in ONE location. You no longer have to remember several passwords and jump from site to site to keep track of finances. We even provide you with a secure vault to save digital copies of important documents.
From your website you can track how you are doing against your goals and how all of your investments are performing.
If you need help or have a question, you can turn on a link to share your personal data with us. Keeping all of your financial matters linked into one site allows us to provide you with better advice and services. It allows us to review your data and provide you with truly innovative tools and reporting options.
Access anytime, anywhere!
Helpful videos to inspire you
Personal Financial Website Overview