Financial Tools
When it comes to managing your wealth, we listened. Offering a full range of extended tools and services that allows us to partner with you in the way you prefer.
Account Integration
- A Detailed View
A real-time view of all of your holdings and exposures 5-Star Client App/Portal
Easy to use with document sharing and vault
Account Aggregation
Providing a complete 360-degree view of your money across multiple platformsPrivacy & Security
We adhere to leading industry practices for data security, regulatory compliance, and privacy.

Security
We understand keeping your financial data safe and secure is extremely important. This is why we limit your personal information on a need to know basis and never sell your data. And when partnering with third parties to deliver additional services, we make sure they do not sell your data either.
At Wayfinding Financial you will experience one of the highest levels of security in the industry. Our custodian promises reimbursement for the cash or shares of securities from your account that are lost as a result of unauthorized activity. Your security is our priority.