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
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:
ACCOUNT VALUE CHANGE
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:
peace of mind with
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.
– SunGard hosts 70% of all financial industry transactions.
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