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MoneyClip


The MoneyClip Wealth Management System is your personal web portal for a consolidated view of your entire financial situation and on-line vault for important document storage. Bank-ready financial statements can also be accessed. Almost any account with web access can be linked to your MoneyClip profile by creating a web connection through the secure, password-protected, encrypted system. Click here to access your personal MoneyClip Wealth Management System: MoneyClip Client's can create web connections for: 401(k)'s, Bank Accounts, Mortgages, and Life Insurance Policies.