The Path was designed to provide you with a distinct advantage when managing your assets and liabilities. The Path is designed to consolidate your financial life in one secure location. This feature will provide better insight and the ability to integrate your personal and professional plans while making your financial life efficient and more productive.
*Note the special features developed for our Family Office and Trust clients
The Path Features
Tailored Home Page:
“Team Contacts” – list of relationship officers for client.
“My Summary” – nightly account and loan balances are sorted, grouped, named and categorized to your preferences.
- A Balance Sheet
- List of cash accounts, investments accounts, or loans
- Mini balance sheets for multiple LLCs
- As changes are made to manual values or accounts titles in the “My Summary” section, this data is automatically updated in our Planning Software and management tools.*
Accounts updated nightly
- PFBT accounts / loans
- 3rd party accounts / loans accessed via Internet access at the source
- Manual Assets or Liabilities can be entered as well
“Market Information” – data on the markets while open.
Stock Market Widget
Vault:
Secure Document Storage to access files from any computer via the Parkside Financial Bank & Trust Website.
- Documents scanned and auto-loaded by Parkside
- Documents / files manually uploaded by a client
- Banking Statements automatically updated monthly
- Family Office or Trust Reports – updated monthly*
Portfolio Data Display Investment Account Reporting:*
- Individual Accounts
- Asset Allocation
- Individual Positions
- Market Details*
Pending Tasks:
On the Home, Banking and Wealth Management pages we have developed a list of Pending Action Items and Tasks that are divided into Parkside Tasks and Client Tasks. This “To do” list is generated from meetings with a Family Office or Trust team member.
