Eagle Vision Account Access
Take Control of Your Finances with Eagle Vision Account Access
At Mid America Wealth Management, one of the innovative tools we use to help you understand your finances is Eagle Vision, sophisticated software that gives you a single access point to securely view all of your financial accounts and insurance coverage.
Eagle Vision helps you take control of your financial life, providing organization and coordination across all aspects of your financial picture. Through Eagle Vision, we bring together all of your financial data and store it in one secure place.
This innovative financial consolidation and life planning tool allows you and your designated advisors (attorney, CPA) to view all of your personal financial data in one place for a real-time, 24/7 accurate view of your finances with your permission.
Eagle Vision makes it easy to:
- View your Financial Goals/Plans
- Create up-to-date Balance Sheet/Net Worth Statements
- Monitor your Investment Strategy and progress toward your goals Access Estate planning, Life Insurance policies and related documents
Eagle Vision also provides:
- Daily Account Aggregation
- Full Cash Flow/Retirement Modeling
- Immediate access to all financial matters in a single, secure location
As an Eagle Vision user, you can allow access to certain portions of the secure site to other professionals or family members, like your CPA or estate planning attorney. This can reduce time and effort on your part mailing and faxing forms to your CPA and other advisors or searching for prior year tax returns.
Eagle Vision can provide significant peace of mind knowing that your financial documents are in order and readily accessible by family members, Trustees or others who may need them in the event of an emergency or incapacitation. And since Eagle Vision updates your financial and account data daily—even accounts held by outside institutions— real-time financial data is always at your fingers tips to help you make important and confident financial decisions