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Opus Wealth Management

 
  
 

Wealth Management Hub

Log into your wealth management hub here.

 

Our industry leading Wealth Management Hub is a personalized, secure website that consolidates your financial life while also acting as a communication portal with your advisor. The following features are designed to make wealth and financial management easy:

  • Consolidated investment, retirement and company accounts view including asset allocation and asset location.
  • A personal vault to have important documents on hand even when you travel while also providing a central location for your loved ones to gain access.
  • A budget function so you can track your progress relative to your financial plan.
  • Consolidate life, disability income and long-term care policy information to stay organized and easily take into account when planning. 
  • A decision center to view in real time with your advisor to better understand how choices will impact your cash flow and probability of success.