Madison Planning Group's Madison Wallet is a financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place. You can access your information from anywhere in the world through your own secure and protected Personal Home Page.
It provides you with a level of coordination and control over your financial affairs that was previously unavailable, and allows us to better serve your financial needs.
View All of Your Account Together, with Balances Updated Daily
Investment accounts, bank accounts, annuities, mortgage balances, credit card balances, retirement, etc. can all be viewed and tracked. You can also list art, collectibles, life insurance, and any other asset you own.
Store All of Your Important Documents in One Place
Wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, drivers licenses, passports, and any other important document, can be scanned to your Personal Secure Digital Vault, which you can access from anywhere in the world with an internet connection. Your online Vault can be especially useful in times of crisis or natural disaster, when hard copies of valuable documents may no longer be available.
Track All of Your Award Programs in one Place
Allows you to track in one place your frequent flyer miles, hotel award points, credit card awards, and other point programs that you participate in.
Collaborate More Effectively with Your Advisors
You can collaborate with your advisors by providing online access to specific documents in your digital vault to specific advisors. For example, you could allow your accountant to view your tax returns, your attorney to view your wills and trusts, etc. You can also print updated reports such as cash flow, balance sheets, projected estate taxes, asset allocation, insurance summaries, and more.
The security of your data is our top priority. That's why we've designed a system with state-of-the-art technology and processes to protect your data 24 hours a day, 7 days a week. We combine world-class technology, with the best data storage facilities and lockdown privacy to bring you a system where you can have peace of mind.
Click the link below to learn more about your security.