Pontera Connect vs Wealth Intelligently Navigated

Secure. Simple. Seamless. Take control of your financial future with a secure app designed to connect your retirement accounts to your financial advisor—without sharing credentials. Built with privacy and security at its core, the app ensures that your login details stay safely stored on your device, unavailable to anyone for any use and away from any cloud or third-party databases, ensuring they are used for the sole purpose of displaying your advisor with the most updated information so they can optimize your retirement plan. Enjoy peace of mind knowing your financial advisor can access the data they need to provide personalized, effective guidance for your retirement planning. With an intuitive interface, quick setup, and robust encryption, the app makes account management easier than ever. Your security is our priority. Whether you’re granting access or reviewing account permissions, every step is designed to keep your information private and protected. It’s time to embrace smarter financial planning, without compromising your safety. Download the app today and experience a new standard in secure account access.

The Wealth Intelligently Navigated (WIN) mobile app gives authorized clients of Wealth Intelligently Navigated, LLC convenient access to their financial information in a simple, elegant interface. Clients can review account balances, holdings, allocation, performance, transactions, and documents made available through the WIN Client Portal. The app provides a clear view of your financial picture and helps you stay connected with your WIN advisory team wherever you are. Access is limited to current WIN clients who have been authorized for the mobile application. Existing users should sign in with the credentials associated with their WIN Client Portal account. To request access or receive help with the app, contact the WIN team at steve@winwealthadvisors.com or visit winwealthadvisors.com/Contact. Investment advisory services are offered through Wealth Intelligently Navigated, LLC, a registered investment adviser. Investing involves risk, including possible loss of principal. Information displayed in the app is provided for informational purposes.