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filler@godaddy.com
What Does FinWorld Look Like?
The FinWorld intranet look and feel is simple – and that’s the intent. Our goal is to have a simple user interface to provide an easy and secure environment to access and conduct financial business.
No one-size-fits-all intranet solution:
Each broker dealer has the ability to select services and choose what works for them via an administrator panel.
Brokers
Brokers use FinWorld to help clients organize information, access accounts and collaborate with clients in a secure environment.
Broker Dealers
Broker dealers use FinWorld to engage brokers with targeted, patented, secure, customized and unique devices that are exclusive to the broker dealer relationship.
Transfer of Access
Allows a transfer of information right when needed to the people who need it most:
- Spouse / Significant other
- Trustee
- Executor
- Children
How it Works:
At time of need, passwords and login information will be shared so all documents can be easily accessed anywhere in the world. If desired, multiple computer copies can be made to allow more than one party to access accounts and personal information.
This allows trustees, children and other responsible parties to pick up right where you left off. The gift of organization is the ultimate final gift one can receive.
