Our Client Center | Your Success | Your Legacy

YOUR SUCCESS. YOUR LEGACY.

YOUR ACCOUNT

Feel free to check our work anytime you like here in our Modernize Wealth client center.

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 email us at hello@modernizewealth.com.

WEALTHSCAPE®

Through Wealthscape®, you are able to:

View your account information
View statements
Access features such as bill pay

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

WELCOME TO OUR CLIENT CENTER

WEALTHSCAPE®

MODERNIZE PLANNING PORTAL