SENB’s 360° Virtual Wealth Portal

Take Control of Your Financial World

What if you could bring all your financial information together in one place?

Not just a listing of your assets, but an interactive, digital roadmap that lets you see how fluctuations in the market affect your financial picture – virtually and in real time!

SENB’s 360° Virtual Wealth Portal

Is a revolutionary secure online personal website that can help you:

Get a complete picture of all your accounts that you can access anytime, anywhere.
Gain visibility into your portfolio and gauge how the markets may affect your investments.
Interact with your financial team of advisors to follow and track your progress.
Organize your financial life on your own safe and secure personal website.
Login and monitor all your accounts and net worth from one location.
Create a budget, review your financial goals, and spending.
And so much more…

 
Below you will learn how Southeast National Bank Wealth Management take both your financial future and our services to the next level.

Get Started TODAY!

Your Personal Financial Management Website makes it easy to manage both your wealth and your wellbeing.

Organize. Monitor. Collaborate.

 

ORGANIZER
Connect all your accounts for a consolidated view of your entire financial picture.
INVESTMENTS
Interactive charts and detailed views help monitor all your accounts.
SCREEN SHARING
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

VAULT
Safely store your most important financial documents, accessible 24/7.

TRACK SPENDING
Know how much you are spending and where.
BUDGETING TOOLS
Set budgets to help reach your savings goals.
MOBILE
A complete financial picture available on your smart phone.
FINANCIAL WORKSHOPS
See if you are on target to reach your most important goals.

Get Your 360° Virtual Wealth Portal Demo Today!

CLICK HERE FOR A DEMO

Request a Demo and one of our financial professional will contact you to help you learn more about how this secure, online portal can provide you with a complete financial picture of all your wealth accounts that you can access anytime, anywhere…

 

 

PLEASE NOTE: Investment products provided by Southeast National Bank – Wealth Management are not FDIC insured are not obligations of, deposits of, or guaranteed by any financial institution involve investment risk, including the possible loss of principal amount invested, are not insured by any federal government agency.