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.
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
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
