The Dovetail Wealth & Records Management Solution (aka The Dovetail Solution) is a one of a kind web toolset and mobile app to organize your financial life. It is a private label name on a product used by over 3.2 million households worldwide. With The Dovetail Solution, you have safe and secure access to your own personal financial website providing functionality including:
- Cash Flow Management & Budgeting
- Account Aggregation and Performance Reporting
- Net Worth Statements
- Financial Goals and Income Planning
- Vault Storage of All Your Important Documents, Reports, Pictures, Videos, etc.
Watch the “Life in a Box” toolset overview video (1:54)
The Dovetail Wealth & Records Management Solution goes beyond typical security protocols to keep your information safe and secure. They use password protection and two-factor authentication, advanced encryption, next generation firewalls, as well as many other layers to ensure your data stays secure.
Check out this Safe & Secure video (1:17) to see more about the security procedures:
You'll access your personal Dovetail Wealth & Records Management Solution portal by clicking on The Dovetail Solution access box on the Client Corner> homepage, or by following this link.
To learn more about what can be stored in your personal vault view the Vault Checklist.
We're here to help you get your site up and running. We would love to schedule time with you to work side-by-side establishing your personal portal. If would like to get a personal subscription contact us at 828-328-9551 or email Dovetail@spectrum-financial-inc.com