Welcome to the Finance Connector Portal

This tool is a personal finance management dashboard that aligns your finances in one, simple consolidated view.


Personal Finance Dashboard 

On your personal finance dashboard, you can connect your bank accounts, credit cards, mortgage, investment, retirement accounts, insurance, etc. — all aggregated securely in one place. From there, you can access tools to utilize the spending and budgeting resources available in your dashboard.  

  • Select from thousands of popular banking, credit card, investment, and billing accounts to create your dashboard.
  • Monitor your entire portfolio, including investment, banking, and credit card accounts, as well as real estate information.
  • Consolidate your investment holdings into one comprehensive view.
  • Review recent transaction history on investment, banking and credit card accounts.
  • Create a budget and track your spending.
  • Set your financial priorities.
  • Define your financial risk tolerance.
  • Plus, much more!


For more information on our Finance Connector, please contact:
Scott Cameron, CFA
Principal & Chief Investment Officer
T: (888) 559-0159 ext. 102
T: (503) 772-0159 ext. 102