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Your single access point
to track & monitor your wealth.
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eFinancial
Connections is an independent firm. Securities offered
through Sigma Financial Corporation member FINRA, SIPC.
Advisory services offered through Sigma Planning
Corporation, a Registered Investment Adviser.
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Frequently
Asked Questions |
Helpful
answers for your questions!
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1.
What does aggregation mean? |
Account
aggregation is a process that electronically “connects” to
your financial
institutions then updates investment
account balances, holdings and liabilities
on a
nightly basis. The updated account information
is automatically uploaded into your
financial plan and can be used to identify
issues and service you proactively through
alerts and recommendations. |
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2.
How does eFinancial Connections differ
from other wealth management
programs? |
Our
platform’s emphasis is on mirroring
the way that we actually work with
clients. The
system is designed to improve our efficiency
and enhance our relationship with you
by
providing tools to both comprehensively
manage your wealth, as well as provide
ongoing
services.
The interactivity provides alerts and
alarms; aggregation and customized reporting
capabilities; and an online storage capability
that enables us to help you keep track
of
valuable documents, such as wills, insurance
policies, and property titles. In addition,
a
Client Profile Grid highlights areas
of concern or opportunities across your
entire client
portfolio. |
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3.
What are the key features and benefits
of
eFinancial Connections? |
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Holistic
View
Gathers all of your investment
accounts into one system, providing
a
comprehensive view of your
total portfolio. |
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Modular
Goal Planning
Fits individual needs for
education, retirement and expense
planning. The user interface supports
an iterative process to test “what-if” scenarios
and
illustrates the impact on your
financial future. |
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Role
Based Permissions
User roles enable you to delegate
web access to other
advisors that you select. |
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Alerts
and Alarms
Keeps you and your advisors
abreast of your financial situation
allowing for proactive solutions
for any issues that might arise
due to market fluctuations
or life changes. |
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Asset
Allocation
Analyzes your assets; views
include individual, aggregated,
taxable
and tax-deferred, which allows
you and your advisors to better
understand effective tax
and growth advice. |
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Collaboration
Capabilities
Allows your selected advisors
to interactively develop and
collaborate in designated areas
of your web-based financial
plan. |
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Reporting
Delivers customized reports that
include asset allocation,
investment
performance, stock options, cash
flow, net worth analysis,
estate observations, gifting
analysis, and comparative
analysis. |
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The
Vault
Provides a secure online document
repository that stores all
of your personal
financial documents, such as
wills, trusts, financial plans,
video and audio files, etc. |
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Accessibility
24x7 access to tools, reports
and your personal vault
from any location with
Internet
access. |
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4.
How does this technology address security
issues? |
The
platform’s hosting infrastructure
has been designed with the highest
level of
security, and backup disaster recovery
to protect your information. To ensure
the
security of your information, the platform
employs a multi-layered Internet Security
technology with the latest intrusion
prevention technology and maintains a
state-of-the art
physical security facility with multiple
access security checkpoints to reach
the
physical equipment hosting the application.
All data, including your User IDs, pins
and
passwords, third party usernames and
data is always transmitted in 128-bit
encrypted format. Please click here for
more information. |
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5.
How is the privacy of my information
protected? |
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security of your personal data is held
in the highest regard. A state-of-the-art
system
has been designed and deployed to protect
your information. When information is
sent
via the web site, a secure session via
an encrypted technology is established,
which
prevents unauthorized persons from viewing
any such information. Your personal data
is
restricted to those employees who need
to know that information to provide products
or
services to you. |
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6.
Who assigns my User ID and Password? |
All
users (advisors and clients) must change
their passwords the first time they
attempt
to log in. The logon screen will provide
fields for users to supply an email address
(if one
has not been previously entered) and
a response to a new Security Question.
This
security response will be used to validate
a user’s identity in the event
of a forgotten
password and then email the user a new,
temporary password which the user must
change when logging into a password only
he or she knows. |
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