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Client Center2019-03-05T14:59:58+00:00

Welcome to the Client Center

Experience Your Money Differently

Feel free to check our work anytime you like. Use the links below to login to your client dashboard for account information, statements, financial plan and more! If you need help or have any questions, don’t hesitate to reach out. You can talk to us at 480.346.1283 or hello@modernizewealth.com.

Wealthscape®

Through Wealthscape®, you are able to:

  • View your account information
  • View statements
  • Access features such as bill pay
Log In

Modernize Planning Portal

Through the Modernize Planning Portal, you are able to:

  • Organize all accounts across your entire financial life
  • Monitor all investments
  • View your complete financial plan
  • Set all your financial goals
  • Track all spending
  • Create and manage your budget
  • Track all accounts through our mobile platform
  • Access the secure vault
Log In
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