Our Tools

SingleView™

SingleView™ is your secure online source for up-to-date information of your financial life.  SingleView™ utilizes state-of-the-art technology to help provide a single source to securely organize all of our clients' financial affairs.  Its integration with our financial planning software allows us to quickly analyze and advise clients on changes or opportunities in their lives.

Click Here to logon to your SingleView Dashboard

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Planning Software

Single Point™ provides ongoing analysis of your financial planning through eMoney. 

Single Point™ has developed an Annual Planning Checklist to stay on track with planning items. This project and task management is tracked through Wrike's online software. 

 

Performance Reporting

Single Point™ has partnered with best-in-class solutions to provide customized, consolidated, performance reporting through Black Diamond.  This allows us to provide you with a clear, consolidated picture of your performance across your entire portfolio.

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Riskalyze

Riskalyze is an online software that provides advisors with both risk-assessment and portfolio-construction tools. In addition to ongoing conversations about risk, we utilize Riskalyze to capture a quantitative measurement of your risk tolerance. 

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Portfolio Analysis

We use Vanguard Portfolio Analytics in addition to research from multiple third parties to analyze your investment portfolios and research individual securities. 

Social Security Analysis

We provide customized analysis of optimal election strategies by utilizing Social Security Solution's software.

Stock Option Planning

Single Point™ utilizes StockOpter to track and analyze your current stock options in order to develop a plan for exercising your options.