Personal Family Website

This online tool enables you to access a full array of useful services 24/7 via the Internet. These include:

• Document and file management / sharing
• Online personal and group calendar and scheduling
• Task management
• Contact management
• Web-based e-mail account

Other features include:

• Integration with other Financial Health Center Family Office online services
• All necessary software is installed and updated on a secure server, rather than on your personal computer
• Secure online storage of important electronic or scanned documents (scanning available)
• 24/7 access to all services and documents from anywhere with passcode, Web browser and Internet connection
• Integration with Microsoft Outlook available
• Web/audio conferencing available