Renaissance Compass
Everything You Need to Know About Our Financial Planning Platform
Renaissance Compass is your secure, centralized financial planning platform bringing your investments, banking, retirement accounts and financial information together in one place. Track progress toward your goals and stay connected to your financial plan in real time so you can feel confident that your strategy remains aligned with your goals and long-term vision.
Renaissance Compass, Your Personal Financial Website
Renaissance Compass is your personal financial hub; an interactive decision center where all of your financial information comes together in an organized, convenient and secure location. We can communicate, review updates, and monitor your financial strategy together over time. Renaissance Compass gives us a shared view of your financial life, allowing us to have more meaningful conversations, make informed decisions together, and adjust your plan as your life evolves. Our goal is simple: to make your financial life easier to understand, easier to manage, and always aligned with what matters most to you.
Key Features
- Interactive Decision Center
- Goal Setting &
Tracking - Account Aggregation
- Retirement Planning Tools
- Secure Document
Vault - Financial Progress Monitoring
Creating a Financial Plan in Renaissance Compass
Discover
Build a Plan
Create Goals
Track Progress
Frequently Asked Questions
How do I create a financial plan?
Our team will send you an email invitation to create a new account on Renaissance Compass. You will then begin the Onboarding process. Once complete, we will create a Financial Plan. You will also be able to view your Spending, Investments and Goals all in one place. You can also access our secure Vault where you can store all of your personal financial documents.
What are the benefits of using Renaissance Compass?
You are able to aggregate all of your financial accounts into a single, comprehensive dashboard. Together we can track the probability of success for major life goals, model different “what-if” scenarios and see the immediate impact of a financial decision. Beyond planning, it’s a valuable resource for staying organized. You can securely store important financial documents, monitor your progress toward your goals, and access your financial information anytime from your computer or mobile device.
How does my advisor use my Renaissance Compass account?
By linking your investment accounts, bank accounts, retirement plans, mortgages, and other financial information, we can see your complete financial picture instead of looking at each piece separately. That allows us to provide advice that’s more coordinated, thoughtful, and personalized to your goals. The platform also lets us model different life scenarios together. Whether you’re considering retirement, purchasing a home, changing careers, funding education, or making a major financial decision, we can show you how different choices may affect your long-term financial future before you make them.
Is my financial information secure?
Your wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round. Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more. With each measure in place, you can be confident that your important information is safe and secure.
Can I update my financial goals later?
Yes, you can always complete the onboarding process at a later time. You can also update or edit any of your account information as needed and receive real time updates on your Plan & Goals.
How often should I review my plan?
As often as you’d like! Your Financial Plan is updated in real time and you will have access to your account 24/7, 7 days a week. Renaissance Compass also gives us the ability to screenshare, allowing us to walk you through your financial website together, whenever you need.
Who can I contact for support?
We are always here to help! There are a few ways we can provide support for your Renaissance Compass portal:
- On each page of your account (Plan, Spending, Investments, etc) you will find a “Help” menu specific to that page
- We provide troubleshooting guides available upon request
- You can call or email us with specific questions