Our Videos

 

Account Aggregation


Learn more about Mayflower Advisors’ integrated online account linking functionality. This user-friendly, customizable and cybersecure tool allows offers Mayflower clients one central repository to collect financial data from all of your accounts – including external ones, like banking, credit card, 401(k) and other investments. This brief technology demo demonstrates how to access and get the most from your cybersecure resource.

 

Portal/Vault Preview


This is Mayflower's first in a series of preview demonstrations. This short video offers an overview of our enhanced Portal/Vault functionality. Your Mayflower Portal offers a fully integrated, customizable, and cyber-secure dashboard to simplify and consolidate reporting and provide instant access to your customized financial plan. This integrated tool will serve as a central source for all of your budgeting and financial planning needs, while the Vault provides an online safety deposit box for secure and convenient access to all your sensitive documents.