Our Technology

At Simonet Financial Group, we give our clients access to the latest finance management software

Control is in Your Hands

Your Personal Financial Management website makes it easy to manage both your wealth and your well-being.


Connect all your accounts for a consolidated view of your entire financial picture.


Interactive charts and detailed views help monitor all your accounts.


Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

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


Know how much you’re spending, and where.

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Set budgets to help reach your savings goals.


A complete financial picture available on your smart phone.


See if you’re on target to reach your most important goals.

Safe & Secure

Our Wealth Management System employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365.

Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more.

You can be confident that your important information is safe and secure.

Password Protection
Highest Encryption
Secured Data
Routine Security Testing


  • Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.

Password Protection

  • You have a unique User ID and Password. If three consecutive login attempts fail, the system automatically locks your account for 10 minutes, blocking any manual or programmed hacking attempts.
  • Your User ID and Password will never be given out over the phone or sent to an email address that is not pre- registered with your account.

Highest Encryption

  • Our system uses a 256-bit Secure Socket Layer to scramble your data to prevent access to unauthorized users. This is the highest level of encryption currently available today, and twice the standard followed by many financial institutions, including banks.

Secured Data

  • We house your important data at secure, geographically separated data centers.
  • Physical access at our data centers’ world-class hosting server centers is limited to authorized personnel, and requires multiple levels of authentication, including fingerprint scanning. Our data centers also make use of re protection, electronic shielding, database backups and more to ensure your data is continuously monitored and protected.

Routine Security Testing

  • Our Wealth Management System uses third-party security auditors and software including TraceSecurity, Tenable Security and WhiteHat Security to identify vulnerabilities within the system and to assist with remediation efforts.

Vault Checklist

Our unlimited secure document storage helps organize and protect your most important documents. Review the checklist below and start adding to your Vault today!