Yes, this tool is for professional advisors to use with their clients to better track their financial goals. If your advisor isn’t on our platform then let’s invite them to join: email@example.com.
Absolutely. MyVizer is simply a data aggregation tool that pulls in your financial account info,however, we do not store passwords, account numbers or any sensitive information. Our platform uses a highly secure third party intermediary that uses encrypted technology to pull your financial data from the various institutions and sends that data back to us.
MyVizer doesn’t control any of the accounts and cannot make changes, we simply pull in the data, analyze it, and display it for you and your advisor to view.