AssetTrack

Diversification of investments continues to be sound financial advice. But once you've spread your investments into multiple strategies, you'll need to be organized. Additionally, you'll want to have access to this important information conveniently and be assured it is in a secure location.

AssetTrack is an easy-to-use, web-based asset tracking application that enables you to record, track and view all of your assets in one convenient location.

You are able to include all assets such as:

  • Cash Accounts
  • Real Estate
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
  • Stocks
  • Bonds
  • Mutual Funds
  • Art & Collectibles
  • Options/Futures/Commodities
  • Partnership & Venture Capital
  • Pension Plans

AssetTrack also allows you to include contact and needed information for each asset. You may want to store account numbers, certificate numbers, appraisal information and any other necessary information.

AssetTrack is secure. With a personalized PIN number you are able to access your information from any Internet connection. You will not ever need to share any confidential information which might compromise your security or privacy. You will never need to disclose account numbers, financial institutions or your social security number when using F&H tools.

AssetTrack gives you the ability to:

  • List all your assets including contact information and notes in one secure location
  • Easily calculate the total value of all your assets.
  • Create and track multiple asset portfolios
  • View your portfolios from anywhere using this web-based application
  • Create a personalized Financial Health Spectrograph which illustrates where your investments are located against the most widely accepted asset diversification model, exposing any risk in your portfolio.
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  • Create hypothetical asset portfolios and generate a Financial Health Spectrograph for each. This gives you the ability to plot different investment and asset allocation scenarios against a diversification model to ensure your strategies provide what you need.