Technology at Work for You
We Invest in Your Future
Acumen has harnessed advanced technology to provide our clients with immediate access to real-time investment execution, due diligence updates, communication regarding changes, and secure data. It is a priority for us to ensure seamless access to account information, practical financial tools, and resources.
eMoney – Your Personal Financial Website
Comprehensive financial planning software linking all your financial accounts for a complete and up-to-date view of your financial situation.
Organizer
Connect accounts for a consolidated view.
Track Spending
Know how much and where you spend.
Investments
Interactive charts and detailed views.
Screen Sharing
Join a session for interactive planning.
Budgeting Tools
Set budgets to reach your savings goals.
Mobile
A complete financial picture on your phone.
Vault
Safely store important financial documents
Goals
See if you’re on target to reach your goals.
Simulate Multiple Scenarios
We work side by side with our clients to understand the financial impact their decisions have on their plans. We can adjust scenarios and techniques in real time and run through what-if situations such as retirement changes, a disability occurs, LTC is needed, a premature death occurs, etc.
Collaborate on Estate Planning
We are able to show our clients the risks, vulnerabilities, and benefits of various estate-planning scenarios, and work together to create strategies to better protect their legacies. We understand estate planning needs evolve as life events, tax laws, and estate laws change.
Acumen Client Portal
The Acumen Client Portal delivers a clean, intuitive view of your portfolio, with real‑time data sourced directly from Charles Schwab. Access your information from your computer or phone and easily move between a high‑level summary and detailed account analytics. The Portal is designed to keep you informed, empowered, and confident in your financial picture.
Dynamic Reports
Dynamic reports give you flexible views of your portfolio. Customize your perspective with a click, from broad performance trends to deep account analytics.
Interactive Dashboard
Interactive charts and graphs transform your portfolio data into meaningful, intuitive visuals. With clear trend lines and dynamic illustrations, you can interpret your financial story at a glance.
Acumen Client Portal App
Acumen Wealth Advisors has created a customized mobile app for our clients to access their Acumen Client Portal conveniently and securely anytime. We realize the importance of enhancing the client experience in today’s digital environment and leveraging the power of the Acumen Client Portal.
Holistiplan
Holistiplan is a tax planning software designed to streamline the process of
analyzing tax returns and delivering actionable insights for Acumen and our clients.
Key features include:
- Tax Return Analysis
- Automatically extracts data from uploaded tax returns.
- Provides a summary and key highlights, making it easier to identify opportunities or concerns.
- Custom Tax Planning Reports
- Generates client-friendly reports outlining strategies and recommendations.
- Visualizes the impact of tax decisions for better client understanding.
- Scenario Modeling
- Simulates tax outcomes for different planning scenarios, such as Roth conversions, charitable contributions, or changes in income.
- Helps clients understand the potential benefits of various strategies.
- Tax Bracket Insights
- Identifies available room in current tax brackets to optimize strategies such as capital gains harvesting or IRA withdrawals.
- Legislative Updates
- Automatically updates with changes in tax laws, ensuring calculations and advice remain accurate and compliant.
Schwab Alliance
Schwab Alliance provides easy access to account information, and offers practical financial tools and resources empowering clients to manage account details on their own.
Monitor Your Accounts Easily and Securely
- Get instant access to account information online or with the Schwab mobile app.
- Stay informed on the status of requests and securely approve transactions.
- Keep your contact information up to date so you can be notified.
- Count on secure, paperless delivery of important documents.
- Conveniently deposit checks from your phone or tablet.
- Grant View Only access to third parties, such as CPAs, attorneys, and family members.
- Enhance your account security by adding two-factor authentication.
Tamarac Rebalancer
Tamarac Rebalancer allows Acumen to monitor and efficiently implement investment strategy changes across client portfolios. We customize client portfolios leveraging tax optimization, monitor their accounts for trading triggers, make tactical trades, execute trades directly with our custodian, Schwab, reconcile trades from the previous day, and leverage tax loss harvesting strategies.
Let us help you create a
roadmap to Invest Intentionally®.
Learn how we simplify financial complexities so you can focus on what matters most.