"Life in a Box® is a simple, easy-to-understand solution that consolidates all of your financial accounts into one neat package," said WealthGuard founder and CEO, Roger Gershman.
San Francisco, California (PRWEB) September 18, 2013
WealthGuard, Inc., an independent wealth consultancy that provides objective, expert guidance and resources to individual investors, announced today that it will offer the Life in a Box® solution, a powerful financial consolidation software service licensed from e-Money, free to qualified investors.* The software solution works on computers and mobile devices.
"Life in a Box® is a simple, easy-to-understand solution that consolidates all of your financial accounts into one neat package," said WealthGuard founder and CEO, Roger Gershman. "In a financial environment that is often complex, this service simplifies even the most complicated financial picture. We believe this solution offers invaluable tools for financial consumers, which is why we’re making it available free to a larger audience.”
Whether at the office, at home or on a flight, Life In a Box® allows investors to see everything they own on one screen. This easily accessible program offers an organizer, which provides a consolidated view of all accounts and other financial products, and a financial workshop, where users can find updates on progress toward reaching specific financial goals.
With Life in a Box®, users can also track spending, take advantage of budgeting tools, monitor investment performance and even receive digital postal mail. A unique feature of the service is its electronic vault, where important financial documents—even wills and trust papers—may safely be stored.
The Life in a Box® platform takes security seriously, providing 256-bit security encryption that is also used by banks and institutions to protect confidential user information. Logging into one portal, instead of multiple individual sites, is a safer alternative where investors' financial privacy is concerned.
“This incredibly safe software really does it all,” added Gershman. “The software even allows you to give access to your various financial, legal and accounting advisors, who can collaborate through the program. This is truly a value-added service for our clients.”
Life in a Box® makes investors' financial life simpler by organizing accounts wherever they are in real time and by bringing disparate financial information—even mileage programs—together in one place where they can be seen all at once.
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WealthGuard provides independent, objective and expert guidance and resources to individual investors. They serve only the best interests of clients, not advisors, banks or brokerage firms. Transparency in wealth management is more than their slogan—it’s the way they do business.
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