Phase 3
Financial Accounts
Connect institutions and record every asset and liability your family office manages.
8 topics
Plaid connections
Connect banks and brokerages through Plaid.
Accounting integrations
Connect business accounting software.
Credit information
Review credit information associated with your profile.
Real estate
Record and value real estate holdings.
Investments
Track investment and brokerage accounts.
Cryptocurrency
Track digital asset holdings.
Precious metals
Record gold, silver, and other metals.
Liabilities
Record mortgages, loans, and other obligations.
Additional staff documentation
One additional topic is available to authorized My VECTR team members after sign-in.