Technology Helps

FiscalWise invests in our client service experience, our staff, and the technology, to be notably superior. The style of FiscalWise services is labor intensive. To improve efficiencies and results for clients we use leading-edge computer technology coupled with years of hands-on experience, with standardized processes that allows collaboration among multiple service providers such as accountants, lawyers and bankers and old fashioned concern for our clients’ best interest. Modern technology continues to be a large part of the evolution. Key technologies such as account aggregation, secure online collaboration are used, so that multiple providers can securely coordinate with each other.

The use of a number of virtual employees that work outside of our offices through use of sophisticated web based software allows us to provide a superior experience at a reasonable cost to clients. Limits placed on access to client personal information assures confidentiality is maintained. The use of signed confidentiality statements by all employees furthers this goal. At times we will disclose limited information to attorneys, accountants and other professionals as necessary and agreed with our client to carry out the financial planning and investment management process.