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Client Tools
As a Twin Financial client, we provide access to tools that help make managing your financial life a little bit easier. Take a look at what each tool can do for you and use the link provided for logging it. Questions? You can always contact your primary advisor and they will be happy to assist!
Investor360
Your financial snapshot at your fingertips.
Get a quick summary of account balances, holdings, and activity.
View different types of accounts and policies such as life, annuity and brokerage accounts in one place.
Securely send and receive messages with your advisor.
View statements and important documents.
eConnect
A comprehensive financial planning software.
Use goals to create what-if scenarios and cash flow models.
Interactive technology to help visualize the impact of decisions.
Spending and budgeting tools.
Secure file sharing & storage.
Ability to easily aggregate outside accounts.