Your Personal Financial Dashboard

The APFI Dashboard is an industry leading software that provides members with an unsurpassed total view of all your assets in one easy-to-navigate portal.  Finally, all of your online accounts such as Checking, Savings, IRA’s, Stocks, easily viewable without managing multiple site passwords or links.

Your APFI Dashboard will link to over 3,800 institutions to update and aggregate all of your information nightly providing you with one of the most powerful financial dashboards available.  Our members can customize this dashboard to show you the status of all your preferred accounts, stock prices, banking balances, even your overall net worth at a glance.  It even can track of all of your sky miles, hotel and credit card points and more!

The dashboard can even alert you and your advisors (if you so choose) to pre-determined settings such as; unusual account activity, balance threshold limits, even automatic portfolio adjustment recommendations based on your personal risk factor.

Members can store and track their personal financial data allowing them the ultimate in financial organization. Want a CPA, Attorney or advisor to view some of your information?  You can provide affiliation logins with limited viewing ability you set allowing for easy, online collaboration.

You can even view your Dashboard from you mobile phone or PDA!

And don’t forget about the power of the Vault — safely store your documents for emergency download from any computer in the world.

All in all, once you start using your Personal Financial Dashboard as part of your APFI membership, you won’t know what to do without it!

For as long as you are a member of APFI, you will have free access your OWN Personal
Financial Dashboard as described above. This is a separate website and you will need a
separate username and password to get access to it.

If after watching the two short videos below, you decide you want your OWN secure Personal
Financial Dashboard set up for you (included in the APFI membership fees), then simply
email me at: theFormulaGuy1@aol.com and request me to set-up your website and give you
an initial password (which you will CHANGE the first time you log-in to your personalized site)

You can get to this website by CLICKING this link: www.PersonalFinancialDashboard.com
Once you have received your personal username and password from me, you will be able to
log-in and get ALL of the extra benefits that this powerful website will provide for you.

Watch the two short videos below for a quick look at the power of your Personal APFI Financial Dashboard

Learn More About YOUR
Personal Financial DASHBOARD

Watch Our Video on the Dashboard’s
Security & Privacy Features