Your Dashboard
We’re excited to introduce you to your Alterra Financial Dashboard! Your dashboard is a centralized location to view all the pieces of your financial plan.
Dashboard Features
- Visibility to all your accounts in one place
- iAccess to net worth and financial statements
- A secure vault to store all of your important legal documents
- A central location for all insurance policies
- Budgeting tools to help keep you on track to reach your big goals
And there’s more! Your Alterra Dashboard helps keep your plan up to date so we can provide you with the most comprehensive planning. With all of us on the same page, we’re able to answer questions quickly regarding financing, spending, and gifting decisions.
