The SGL Financial – PFM (Personal Financial Management) System provides a clear, complete and simple way for you to view your personal balance sheet, assets, budget, transactions and expenses from anywhere at anytime. See the most recent trades and transactions on your accounts, current portfolio holdings as well as leverage the ability to update your information on the go. SGL’s PFM dashboard provides data updated daily to track trends and manage your cash flow.
Our Intelligent Aggregation links to over 20,000 different institutions through multi-tiered data sources, providing a complete data aggregation engine with the power to bring in all of your assets and liabilities into one secure platform.
The permissions based technology makes it easy to share info with your SGL advisor. By working with your advisor you can ensure that you’re always tracking your financial goals. Have real time conversations with your advisor to manage your financial life.
It’s Easy to Get Started:
The SGL Personal Financial Management System is available by contacting your SGL advisor today, or visiting our website at www.SGLfinancial.com
Key PFM System Features:
SGL’s PFM System utilizes industry-leading technology filled with robust features:
• View entire portfolio in real time
• Simplified reporting and access
• Accessible from anywhere
• Client service team to assist in aggregation set-up and onboarding
• Multi-generational wealth views
• Fully integrated with the industry’s leading financial planning systems
• Ability to store financial documents in a secure, digital vault
• Shareable with Bankers, Accountants, Lawyers and Family Members
• Please note that the SGL PFM currently connects to US and international financial institutions.
• All reporting will be reported in local currencies.
To learn how SGL Financial protects your privacy, please visit www.SGLfinancial.com