A key differentiator of Mallery Financial is our investment in innovative technology that helps provide three key features:

  • Enhanced planning capabilities
  • Secure, encrypted links to all your financial data, updated daily
  • Your own personal website, to enable you to see your current position and track progress toward goals


Powerful Planning Tool

The software provides robust capabilities for advanced planning no matter what level of detail or complexity you want. From simple goals-based planning to detailed cash flow analysis and audit trails, the system is flexible and adaptable to your situation and needs -- whether tracking your progress toward retirement, planning to fund a college education, or visually modeling the details of your estate plan.

Live Links to Your Financial Information

The software creates live links to the investment accounts under management at Mallery Financial, and with your permission can also aggregate live links to your other financial accounts – 401(k)s, CDs, savings and money market accounts, insurance policies, 529 plans, even liabilities like mortgages and credit cards. Full digital integration of your assets and liabilities through securely encrypted live links provides daily updates about your entire financial world, which helps ensure that we are always working from current information and basing guidance based on reality, not estimates or forgotten pieces.

Personal Website

As a planning client you also receive your own secure personal financial website, which is fully integrated with the planning and account aggregation software. All you need is an internet connection and you can access investment information, print net worth statements, track your progress, and review planning scenarios.

Your wealth management website includes a secure online vault, where you can store important documents that can be accessed anywhere you have an internet connection. The vault also enables you to share documents electronically, whether with our office (for document signing, for example) or with other trusted advisers (attorneys, tax professionals, family members).

Your wealth management website gives you timely, accessible information and control over your financial world – no need for guesswork, no need to depend on others, no need to let questions nag at you. It’s all available at your fingertips.

Take a two-minute tour.