Welcome to the Finance Connector Portal

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

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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
scott.cameron@multnomahgroup.com