The Watchman Group Total ViewTM
Personal Financial Dashboard
Simplicity + Clarity + Convenience
We’ll offer you, as our client,
the option of using a personal financial dashboard
- See a private, current, consolidated snapshot of all your personal financial accounts and information in one convenient place online. Easily track information about your investments, retirement accounts, insurance policies, checking accounts, credit cards, loans, budgets, spending and more. Balances are updated daily.
- Simply login to one website rather than shuffle through lots of paper statements or go to multiple websites requiring different login user names, passwords and security questions
- Conveniently access your personal dashboard from your computer, tablet or phone