At Viceroy Wealth Counsel, we manage our clients wealth using secure, state-of-the-art technology, allowing our clients to streamline and simplify their financial lives, facilitate open communications, and make more informed investment decisions. We utilize :

  • Cloud-based comprehensive, integrated, digital technology platform, not burdened by the limitations of patched together legacy systems.
  • Digital document management and storage vault.
  • Secure electronic signature (eSignature).
  • Electronic statement delivery (eDelivery) of statements, confirmations, performance reports and prospectuses.
  • Encrypted communication technology with clients.
  • State-of-the-art wealth planning solutions via RightCapital.
  • Web-based, secure, client account access to timely, accurate snapshot of portfolio via AccountView 2.0.
  • Digital mobile AccountView app for both Android and iOS platforms.
  • Customized, fully-integrated performance reporting and portfolio analytics.

Technology and the overall digital client experience are reshaping the wealth management industry. We believe these digital enhancements can enrich the clients experience by bringing more transparency, clarity, cohesiveness, convenience, and understanding to your financial picture.

Wealth….planned well. Life….lived well. 

Viceroy Wealth Counsel