Our Technology
At Simonet Financial Group, we give our clients access to the latest finance management software
At Simonet Financial Group, we give our clients access to the latest finance management software
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.
Safely store your most important financial documents, accessible 24/7.
Know how much you’re spending, and where.
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.
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.
Our unlimited secure document storage helps organize and protect your most important documents. Review the checklist below and start adding to your Vault today!