Compound Planning vs Waldron Client Portal

Compound Planning brings your entire financial life into one place — and keeps it updated automatically. It gives you a complete picture of your net worth, investments, equity, real estate, and liabilities, all organized in a real-time financial dashboard. You also get a secure vault for your financial, tax, and estate documents — each tagged to the right assets so they’re always easy to find. Compound Planning is built for people who want to simplify their complex financial lives. It brings every account, asset, liability, and document together so you can stay organized and make confident decisions with your money. If you already have a Compound Planning dashboard, you can sign in and start using it on your iPhone. If you’re new to Compound Planning, go to compoundplanning.com on any desktop browser to create a dashboard and connect your accounts. Key features: → 1,000+ integrations: Banks, credit cards, 401(k)s, company equity, crypto, real estate, mortgages, and more. → Net Worth Monitoring: Your personal balance sheet updates automatically as account values change. → Document Vault: Store your financial, tax, and estate documents in one secure place. → Full Visibility: Every account, every holding, every liability — clearly organized. → Bank-Level Security: Your data is encrypted and protected at every step. The Compound Planning iOS app is built by Compound Planning, Inc., a digital family office managing more than $5 billion for high-net-worth founders, early employees, executives, retirees, and families. Our 50+ advisors combine modern technology with deep expertise across investments, taxes, estate planning, and equity compensation to help clients manage their entire financial lives in one place. Compound Planning, Inc. was named one of America’s Top RIA Firms by Forbes (2025) and one of America’s Top RIAs and 50 Fastest Growing RIAs by Financial Advisor Magazine (2024, 2025), and featured in TechCrunch, Forbes, Barron’s, and The New York Times. Compound Planning, Inc (“Compound Planning”) is an SEC-registered investment adviser. Learn more at https://compoundplanning.com Disclosures: https://legal.compoundplanning.com/ Terms of Service: https://legal.compoundplanning.com/terms-of-service Privacy Policy: https://legal.compoundplanning.com/privacy-policy Compound currently supports US financial institutions.

We are a boutique, independent wealth management firm. We integrate all aspects of wealth management to bring you focused advice, simplifying your decisions and life. Our wealth management team aims to devise an investment strategy using our wide array of financial planning and investment management services to help you and your family achieve your financial goals. We’ve created a mobile app for clients to stay connected to their financial picture and connect with their Waldron team.