Generational Vault is a virtual “safety deposit box” for you to upload important documents, memories and view financial information. Generational Vault is your internet-based tool offering a comprehensive view of your complete financial picture.
Client Account Values
If you are challenged with multiple accounts and statements, the Generational Vault can be your solution. The system is designed to update with your investment values on a daily basis with charts and graphs depicting results. Now, you can easily view the whole portfolio to make sure your investments are doing exactly what they are supposed to do.
Net worth and cash flow statements are fluid. As life changes, so does your net worth and cash flow. With the included financial reporting tools, you can see an up-to-date snapshot of your financial life. This will help you make decisions about budgeting and investing to achieve financial success.
Online Vaulting and Storage
Organize your personal documents and financial statements with the Generational Vault. It was designed to serve as an online filing cabinet. You and your financial services professional at Jones & Associates Premier Financial Solutions will be able to upload personal financial documents to your virtual vault. Viewable 24 hours a day and seven days a week, you can always access your most important information … all you need is internet access.