New Goal Tracking Tools in Wealth360°

New Goal Tracking Tools in Wealth360°

Recently we released an update to your Wealth360° Personal Financial Management site. We know your life is busy, so this update was designed to make it even easier to see what’s most important to you.

Here’s what changed on your website:

  • modern and streamlined homepage that places real-time account, budget, and goal tracking information front and center.
  • New goal tracking tools allow you to analyze and monitor the progress of your financial goals in real time.

And in an effort to streamline your user experience, we removed a few features from the site, including:

  • The Tour Guide Video
  • Mobile Set-up Tile
  • Awards Manager

Additionally, a new “bell” Alert icon has replaced the Alert bar notification.

Click here for a sneak peek of the redesigned homepage and new Goals tab.

And here’s a short video introducing the new features and the importance of tracking your goals:

 

Note that existing accounts, documents and reports on your website were not affected by this update. I hope you’re as excited as we are about the new features!

Please let us know if you have any questions or would like to learn more about Wealth360°.

Financial Synergies

Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.

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About Financial Synergies

Financial Synergies Wealth Advisors is a fee-only Financial Advisor located in Houston, Texas. For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses from around the world. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine holistic financial planning and investment management to deliver Total Wealth Management for our clients.