Carole McKeown has regularly rolled out new features of our service packages for 18+ years on the Janiczek® team. In this post, she highlights the features of J-Vault. J-Vault is an application that provides our clients with secure access to all their financial information from any device–desktop, tablet and even your smartphone!
We are aware some advisory firms serving high net worth individuals charge as much as $25,000 a year for an advanced online system that aggregates all of a client’s financial information. At Janiczek® Wealth Management such an application, J-Vault, comes standard with our services. We rolled out our J-Vault application, on a pilot basis, to several clients over the last year. We are excited to announce we will offer the J-Vault application to all clients over the next year.
Secure Current Financial Snapshot
Imagine…a highly secure location from which you can obtain a current financial snapshot on your smartphone. Yes! A complete balance sheet with liquid accounts updated with the prior day’s closing prices; a balance sheet so precise it has your latest checking account, credit card, and mortgage balances. And, of course, all investment accounts, retirement accounts and even private investments are included. A nice snapshot of where you are and that’s not all.
Compliance. According to Merriam-Webster dictionary it means: the act or process of complying to a desire, demand, proposal, or regimen…; conformity in fulfilling official requirements. It’s one of the most important words in the world of Registered Investment Advisers (RIAs). It’s one of the most important fiduciary responsibilities for an RIA.
Our ability as a firm to adhere to laws, regulations, guidelines and specifics as dictated by the Security and Exchange Commission (SEC) is a big contributor to the success of our company. We pride ourselves on having the proper tools and disciplines in place such as a Chief Compliance Officer and support team who review, edit and update various mandatory tasks throughout the calendar year. We use a sophisticated compliance software program that keeps us organized and on track to enact and document our compliance.