Home 610.624.1770 Info@QS2500.com Philadelphia, PA | Glen Mills, PA | Washington, DC

Quantum View
We provide a unique comprehensive summary of all of your financial activities. This service puts, at your fingertips, all aspects of your financial life allowing you a complete view of your investments, strategies and important documents for personal and business management purposes. Life can be complicated and busy. Quantum will be there with you every step of the way to help make the process as easy as possible.

FINANCIAL ACCOUNT BALANCES ARE UPDATED DAILY AND ARE ACCESSIBLE ALL
IN ONE VIEW

EASILY TRACK YOUR SPENDING AND MONITOR YOUR PROGRESS AT REACHING YOUR GOALS

YOUR NET WORTH IS CALCULATED AND UPDATED DAILY

your personal financial

WEBSITE

We can help make your life easier by providing services for staying organized, updated and prepared. Your Personal Financial Website serves as a secure, up-to-date window into your financial world—accessible to you at anytime from anywhere with an internet connection or mobile device. Unlike online banking, online shopping or bill pay, our system is non-transactional.

ALARMS AND ALERTS

Our Alarms and Alerts feature was produced to ensure users have peace of mind knowing that all of their important dates and events are being managed. Never again will you run into situations where documentation is expiring and you are in a rush to make sure it remains active. For example, you can set our system to remind you when you drivers license expiration or passport expiration is approaching. This tool can be used for various planning methods, all of which will provide peace of mind. Some of our most commonly used alarms and alerts include:

GENERAL ALERTS

– Expiration of personal documents
– Expiration of legal and financial documents
– Event and date reminders
– Due dates for payments
– Investment Alerts

ACCOUNT VALUE CHANGE

– Top holdings change
– Liability account value change
– Stock option vesting dates
– Security price increase or decrease

BUSINESS ALERTS

– Corporate tax returns
– Corporate financial statements
– Update values of buy/sell agreements

VAULT CHECKLIST

The first step in the financial planning process involves evaluating your current financial situation and becoming financially organized. Organizing your important documents and storing them in a secure location makes it easier for you and/or your family members to respond in the event of an emergency or premature death. As part of our services, we scan and organize these documents into your own personalized Vault, making them readily accessible to you anywhere there is internet access.

EXAMPLES OF DOCUMENTS THAT CAN BE STORED INCLUDE:

– Legal Documents (Wills, Deeds, etc.)
– Social Security and/or Veteran’s Administration Information
– Insurance Policies (Life, LTD, Disability, Medical, Car, Property)
– Medical Records
– Bank and Investment Statements
– Drivers Licenses and Passport
– Titles to Homes, Autos, Boats, etc.
– Tax Returns
– Information on Current and Former Employers
– Employment Documents (Benefits, W-2 Forms, Pay Stubs, etc.)
– Marriage License
– Adoption Papers
– Warranties
– Miscellaneous Memberships
– Audio Files and Video Clips

peace of mind with

ADVANCED SECURITY

Our system employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365. Our comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more. You can be confident that your important information is safe and secure.

NON-TRANSACTIONAL

– Unlike online banking, trading or shopping website, your money cannot be moved, withdrawn or accessed on our system.

PASSWORD PROTECTION

– You have a unique User ID and Password. If three consecutive login attempts fail, the system automatically locks your account for ten minutes, blocking any manual or programmed hacking attempts.
– Your User ID and Password will never be given out over the phone or sent to an email address that is not pre-registered with your account.

HIGHEST ENCRYPTION

– Our system uses a 256-bit Secure Socket Layer to scramble your data to prevent access by unauthorized users. This is the highest level of encryption available.

SECURED DATA

– We house your important data with SunGard Data Systems, a revolutionary server hosting space offering the most secure environment in the industry.
– SunGard hosts 70% of all financial industry transactions.
– Physical access at SunGard’s world-class hosting server centers is limited to authorized personnel, and requires multiple levels of authentication, including fingerprint scanning. SunGard also makes use of fire protection, electronic shielding, database backups and more.

CERTIFIED HACKER SAFE

Our system uses third-party security auditors including McAfee, TraceSecurity, and WhiteHat Security to continuously try to hack into our system. Our system is Verisign certified to be hacker safe. To receive this approval, the system is updated every 15 minutes with tests for newly discovered vulnerabilities and validated fixes from hundreds of sources worldwide.

ease of use with

SEAMLESS SYSTEMS INTEGRATION

– Your information is up-to-date at all times. Your personalized website allows you to access over forty different reports at any time to view or print from your computer or mobile device. Not only can you view the reports to stay on top of your financial information, but you can also insert different scenarios to see future projections based off your requests.

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