Principled Heart Introduces Shared Access for Financial Planners

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As Principled Heart continues to enhance its features, they have introduced the ability to share select financial information in a read only format with your financial planner. Principled Heart’s web development team, Imaginovation, has continued to play an integral role by developing, testing, and securing this new feature for them.

Estate Planning

Principled Heart is a secure online digital asset and estate administration tool. It has been developed by William Bissett, CERTIFIED FINANCIAL PLANNER(TM) and CEO, William Bissett who thinks this feature is critical in client’s ongoing interaction with their own financial planner. According to Bissett, “After working with my own clients for the last ten years, I’ve realized how important a financial planner is to their client and building a tool for them to collaborate is a number one priority”. This feature was introduced to allow the user to share and discuss key aspects of their estate data with their financial planner, reflecting Bissett’s vision.

The shared access enhancement allows the user to individually select which aspects of their insurance and financial information the client’s planner can see upon logging in the system. The user maintains control over the input while the planner is able to make sure the insurance and financial pieces of the clients plan are in line with their discussions. In turn, the financial planner will have the ability to accept invitations from multiple clients and easily search their database to find individual clients who have given them permission. This will allow the planner to log in prior to client meetings and make sure that their estate needs are in line with their estate documents.

Today’s complex world presents challenges that didn’t exist just a generation ago. It’s more common to stay in touch with friends and family via Facebook and email than it is to see them walking down main street. This means that family and friends can struggle to understand the obstacles after the passing of a loved one. Principled Heart solves this issue by providing a customizable template based on years of experience that the user can complete at their own leisure given their loved ones a road map to help guide them through the difficult days and weeks ahead.

Their vision is to provide the best online platform for families to organize their important documents, personal accounts in digital information so the loved ones are able to understand the next steps after the loss of a loved one. Due to Principled Heart’s leadership in bringing these issues to the financial planning industry, it’s been recognized by top online media publishers such as Crain’s New York and the Journal of Financial Planning. Please visit to learn more about why this is so important and to create your account today.

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Michael Georgiou
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