Financial Vault

All Cypress clients receive access to a unique financial website, allowing them to better manage their entire financial picture, from budgeting to investment monitoring. The ability to easily monitor all financial accounts in one secure place helps keep clients on track with their comprehensive financial plan.

Net Worth

Monitor your entire portfolio, including employer retirement plans (401k, 403b), banking and credit card accounts, and real estate information.


Consolidate your holdings into one comprehensive platform, allowing for analysis and performance tracking.


Create your own budget and track your spending with tools such as automatic expense categorization.

Personal Vault

Store copies of important documents, such as wills, passports, and tax returns in one secure location.