Motive Wealth

Motive Wealth offers a secure, personalized app that can serve as the digital hub for your entire financial picture and plan.

Key features include:

Investment portfolio reporting – easily review your current Motive-managed investment holdings, asset allocation, performance, and more through interactive tables and colorful charts.

Net worth reporting – get a complete view of your entire net worth. You can even link external financial accounts—such as retirement plans, bank accounts, and mortgages—for daily value updates.

Document vault – safely store and access important financial documents—like estate plans, insurance policies, and tax returns—in a secure, cloud-based vault.

Financial plan summary – stay updated with a current report of your custom-tailored financial plan.

Collaboration – empower your professional advisors—accountants, attorneys, and insurance specialists—to collaborate in real-time by granting them viewing access to your investment portfolio, net worth report, document vault, and financial plan summary.