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Take Control of Your Financial World


The following tools are only illustrative and not based on actual accounts. These provide a sample of the resources that you may encounter if you are a client of Intellicapital Advisors LLC

Organizer

Connect all your accounts for a consolidated view of your entire financial picture.

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Investments

Interactive charts and detailed views help monitor all your accounts. 

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Screen Sharing

Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.

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Vault

Safely store your most important financial documents, accessible 24/7.

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Budgeting Tools

Set budgets to help your savings goals.

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Track Spending

Know how much you're spending, and where.

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Mobile

A complete financial picture available on your smart phone.

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Goals

See if you're on target to reach your most important goals.

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