To be invited to use this powerful tool, please contact us through www.greenstaradvisors.com. We will create a profile for you and send you an invitation. Once this is done, it will activate this app.
Our online and mobile account access tool is the most cutting edge in the industry. While there are many account aggregation tools out there, we make the commitment to our clients and users that your data is 100% private, secure, and confidential. Your information will never be sold, ever, like ever. With many other similar tools, we like to joke that they arent products ... YOU are the product (because the app sells your data).
This tool is built around The Six Areas of Finance as they are explained in Chad Gordons book Wealth by Virtue. https://www.amazon.com/Wealth-Virtue-Retirement-Planning-Personal/dp/0692769153
Here you can see all of your financial life in one easy to use tool that updates your data on a real time basis.