Select Page

The PSG Dashboard is your personal financial website presented in real-time with features that include:

  • account aggregation – all your accounts including current market values in one location
  • budgeting tool – allows you to link credit/debit cards so you can keep an eye on your transactions and spending habits
  • personal vault – storage for important documents
  • custom reports – balance sheets, retirement reports, etc.
  • financial modelling and decision center – allows you to look at the impact of various financial decisions on your goals

If you haven’t started using it yet, what are you waiting for?  Contact your PSG advisor to get started at 301-543-6000.