To provide high-net-worth individuals and their financial advisors an accurate and comprehensive accounting of their personal expenditures and living expenses. Our data can then be used to prepare cash flow analysis and budgets for long and short-term financial planning.
We accomplish this by collecting financial information from bank and credit card accounts, which is then entered into our accounting software and categorized. As a result, we can generate reports to reflect how money is being spent each month and income can then be planned for accordingly.
We can report income and expenses by:
We can go back to past years to provide historical data and trends