Our Solution
We created the BluePages more than a decade ago to help our clients make the smartest financial decisions. So many are surprised how easy it is to understand their financial situation after the BluePages experience.
The Client Dashboard
This was developed after three decades of working with clients.
Those that had the highest probability of success focused on five important metrics. Your dashboard helps you know when something is working or not working.
Statement of Net Worth
The snapshot of your wealth today begins the journey.
The toolkit for success is found on this page. Opportunity and hardship share a similar theme—the need for capital. Your financial flexibility is tested here.
Statement of Cash Flow
Your life revolves around how you earn and spend money. Those that Make Work Optional focus their energy here.
The goal of this page is to help you track:
- Changes in cash flow over the next 5 years
- Flexibility of your Family Overhead
- Target savings rate to achieve your Point of Independence (POI)
- And, safety net in case the unthinkable happens
Point of Independence
Your Point of Independence (POI) is when the organic cash flow from your investments exceeds your Family Overhead which means Work is Optional.
It is as simple as that. The Making Work Optional table defines the number to achieve this goal. This is your target.
Our Technology
We invest a great deal in technology to ensure that we provide the best experience for our clients. We are 100% cloud-based, so anyone can work anywhere and still be responsive to any client need.
BluePages
The financial planning app we developed over ten years ago to help our clients make the best financial decisions. The goal of every client is to eventually Make Work Optional. This software uses the Statement of Cash Flow to help them understand the impact of each financial decision on their future.
Orion Advisor Solutions
Our portfolio management and reporting software enables us to track and highlight performance. The platform includes a portal that allows clients to run their own performance reports. The Eclipse trading tool helps monitor and rebalance accounts in a seamless fashion so that we can know when and what to trade.
NetDocuments
This is our document repository system. With this software, remote login is possible from anywhere in the world, enabling anyone at the firm to securely access client documents whenever necessary. Within BluePages, there are hyperlinks to maximize efficiency.
Wealthbox CRM
This easy-to-use CRM integrates with financial software to create a customized database for each client, allowing every member of the team to efficiently handle requests in real time. It integrates via API with Orion and BluePages.
Sharefile Premium
This easy-to-use CRM integrates with financial software to create a customized database for each client, allowing every member of the team to efficiently handle requests in real time. It integrates via API with Orion and BluePages.
Holistiplan
This tax planning software enables us to produce tax projections with a simple upload of the client’s tax return. The software instantly reads the return and allows us to create scenarios which discover tax saving opportunities.
Vanilla
Vanilla is the latest addition to the tech stack,focusing on estate planning. With its visual approach to mapping out a client’s estate plans, we can help clients manage their legacy. With the potential sunset of the estate tax exemption at the end of 2025, this tool will be critical for managing estate tax issues.
Pontera
This software enables our firm to manage the 401k accounts without having custody through the innovative login feature. It is especially useful if the company retirement plan has a broker feature (PCRA at Schwab and Brokerlink at Fidelity). Instead of using the homogenized investment options in typical retirement plans, it allows the participant to open a brokerage account, and we can buy securities just like in their non-401k brokerage accounts.
Flourish Cash
Flourish, through its platform banks, has $10 million of FDIC coverage on a joint account. Currently, it is paying 5% (rates fluctuate). The platform has a beautiful, fully-digital experience that enables our clients to comfortably hold large sums of cash without worry.