ABOUT FINANCIAL TOOLS
MYPORTFOLIOVAULT.COM™ offers excellent tools for controlling your financial situation and the future. You have this tool at your disposal in the comfort of your own home or office, with the help of your laptop or desktop.
Today’s rat race sometimes makes it impossible to spend time with a Financial Advisor for analysing and planning your complete financial situation. Due to corporate demands, and financial and other reasons, many Financial and Insurance Advisors also change careers or disappear from the scene, if they are not just too busy.
Although the tools provided by MYPORTFOLIOVAULT.COM™ do not replace the valuable knowledge and insight of reputable Financial Advisors, they allow you to understand and control your own situation better. Who knows your financial affairs better than you yourself! By assessing your own situation with MYPORTFOLIOVAULT™, you could now assist your Financial Advisor.
Your total financial portfolio is known as your Estate. It comprises your own Will, whether living or in death, your income and expenditure (daily, weekly, monthly, annual), future budgeting, taxes, planning for your own life and future through your investments, your children’s education, or your retirement.
You are provided with tools such a budget planner (which will assist you to maintain a healthy bank account), income calculators and other planning tools. Once you use these tools to control your finances, you’ll wonder how you ever managed without them.
To ensure that your financial affairs are kept private and secure, the use of these tools is restricted to registered subscribers to MYPORTFOLIOVAULT CC. You choose your own personal log-in name and password. This means that you are the only person who can access your information. All data is saved on your computer.
Your data and that which is needed by your Executor, Power of Attorney or Doctor, in case of a Living Will, is encrypted, uploaded and stored in the secure server of the electronic vault of MYPORTFOLIOVAULT CC.
