Simplify your life – keep your financial data and planning in one secure place.
Do you know where all your assets are, and what they are worth? Zeller Kern’s exclusive Wealth Vault organizes data on everything you own in one secure place, so you can get a clear picture of your assets. Your accounts are updated daily, so you can monitor your assets and view your bottom line at any time, from anywhere in the world.
Wealth Vault also safely stores other important documents such as trust documents, net worth statements, financial planning documents, performance reports, tax returns, 1099s and more. You can even collaborate with your Zeller Kern advisor regarding your planning scenarios and goals, all through Wealth Vault. The result: a more simplified, more collaborative, more proactive way to track and monitor your wealth and achieve your goals.
A Zeller Kern exclusive, Wealth Vault is included as part of our wealth management services.