Our SmartTech system gives you a single access point to securely view all your:
Financial accounts
Tax and legal documents
Insurance coverages
Investments
Annuities, IRAs, 401(k)s
Employer compensation and benefits plan
Stock options, RSUs, restricted shares
Real estate holdings
Estate planning
Wills, trusts, deeds
Financial accounts
Tax and legal documents
Insurance coverages
Investments
Annuities, IRAs, 401(k)s
Employer compensation and benefits plan
Stock options, RSUs, restricted shares
Real estate holdings
Estate planning
Wills, trusts, deeds
Stay up to date with MFC’s powerful analytical tools as we continue to track and adjust asset or life changes based on your:
Overall asset allocation – corporate benefits with personal assets
Retirement and cash-flow models
Everything accessible and secure wherever you are.
See your whole financial picture on your personal website, store all documents in a secure online vault and collaborate with your CFP® professional or other advisors remotely.
MFC’s SmartTech is fast, secure and helps you see your financial world from anywhere, anytime.