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.
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’re spending, and where.
BUDGETING TOOLS
Set budgets to help reach your savings goals.
MOBILE
A complete financial picture available on your smart phone.
GOALS
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.
- Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.
- 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.
- 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.
- 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.
- 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!
