consolidate your Financial assets & advisors
into one secure Website.

WealthVision provides a single point of access for you and your advisors to help manage your wealth. It is a secure website that automatically updates and organizes your financial accounts daily—from checking to brokerage and insurance to retirement—this website can manage it all.

Ford Wealth clients are not required to use the system but we highly encourage you to do so. To learn more about the benefits of using our wealth management system, View a Demo.

features & Benefits:

Consolidated Planning
Upon log-in with a secure password, you are presented a 'dashboard view' of your financial accounts such as checking, brokerage, insurance, and retirement.

Daily Updates
Financial accounts are linked to the website so balances are updated automatically.

Document Storage (The Vault)
Access to a secure 'Vault' for storing electronic copies of important documents such as tax returns and wills.

Remote collaboration
You and your financial advisors can log-in at the same time to discuss the status of your financial accounts.

Financial Tools
Access to financial reports, planning tools, calculators and much more.