Empire - Enterprise Portal

Empire is a mobile-focused wealth platform that aggregates all user information into a cloud-based software application - creating a secure collaboration platform for families and their team including insurance brokers, financial planners, accountants, attorneys, business managers and appraisers.

How it Works – Connect Everyone with Everything:

Track Everything
Hundreds of asset and liability classes, along with income and expenses

Attach Anything
Assets, Liabilities, Documents, Contacts, Important Dates, Notes, and More

Visualize Everything
Consolidated view of your entire portfolio with robust reports

Communicate with Everyone
Cloud-based platform facilitates communication, efficiency and reporting

Peace of Mind Security
Bank level security to ensure your family’s information is safe and secure

You must be a member of a participating financial institution to use Empire. For a list of participating financial institutions please contact [email protected].