Key Wealth Direction®
A Wealth Planning Tool for Your Future
Reaching your goals through a personalized, digital roadmap.Request a Demo
Key Wealth Direction® provides you with the ability to collaborate digitally with your advisor while receiving personalized advice delivered through an interactive digital portal all in an effort to help you meet you and your family's goals.
Two of the most common challenges faced by most professionals, business owners and investors are captured in the following questions. How can I easily get a complete and accurate understanding of my current financial situation? And how can I be sure that my investing, spending and savings decisions will provide me with enough financial resources to do all the things that are important to me? These seem like simple questions, but addressing them on your own and without the right tools can be extremely difficult. This is why I'm delighted to introduce you to Key Wealth Direction. Wealth Direction is a powerful tool that helps address numerous challenges investors often face. In addition to tracking everything you own and what it's worth, it also tracks your income and your expenses. Wealth Direction also helps you better plan for retirement and other important goals. Part of its power is in generating cash flow projections and answering what if questions to give you the piece of mind that all of your life goals will be met. The other nice thing about Wealth Direction is it gives you access to all of your financial information 24/7 and it allows you to share and store all of your important documents in one secure online portal. All of this makes it so much easier for you to collaborate with your advisors. In a nutshell, Key Wealth Direction is revolutionizing the way we work with our clients and we're excited to introduce you to it now.
[Narrator] Enrollment in Key Wealth Direction is safe and secure and access is available through KeyBank online banking. Key Wealth Direction gives you access to all of your assets and provides a comprehensive picture of your finances, goals and plans. It is a personalized website designed to provide organization for you and your family to store all of your important information and documents in one place. See all of your accounts with balances updated throughout the day. Review the asset allocation across all of your accounts. Gain visibility into your portfolio with easy access to investment research and market news. You can also use the interactive tools to track spending and develop a budget to understand your spending and assess your cash flow needs. Your Key Private Bank advisor can collaborate with you by sharing and storing important documents in your secure digital vault that you can access from anywhere at any time. We partner with you both in person and online to keep you on the path of achieving your goals. Interactive tools help you make more informed financial decisions and understand the impact your decisions can have on your future. You can test how changing market factors may impact your goals. And understand your cash flow better both today and in the future. As a Key Private Bank client, you benefit from ongoing dialogue with your local team who can draw upon our deep resources and expertise as a national financial institution as your needs grow or change. Key Wealth Direction makes it easy for you to stay connected with your team and financial plan. You can see your complete picture from wherever you are and whenever you want.
Now that you had a chance to see Key Wealth Direction in action, I hope you're as excited as we are. As always, we'll continue to build our business based on the deep relationships we have with each of you. We believe strongly that Wealth Direction can help you and your family get to the next level of your financial journey which is why I strongly encourage you to reach out to us to get started. Thank you.
See Your Real Financial Picture, Virtually
Key Wealth Direction®, an online financial planning and wealth management tool, lets you access all of your assets and provides a comprehensive picture of your finances, goals and plans.
Key Wealth Direction gives you the edge in achieving your goals so you can do what you want to do. Follow your passions. Explore your world. And provide for your loved ones.
With this exclusive personalized tool your financial team will be there every step of the way to help you plan for life’s challenges, and opportunities.
Tap into a wealth of expertise with our online financial advisors.
Go ahead, ask questions. And receive answers. Beyond investment choices, your financial team can offer detailed advice on retirement, insurance, healthcare, trusts, estate plans, taxes, education for children and much more.
See how life events affect your wealth – and make adjustments.
Use interactive prompts and guides to go through scenarios to see how they might impact your financial picture, in real time. Then collaborate with your financial team on solutions so you have a better idea of how to manage your wealth, no matter the circumstance.
Have instant access to your wealth planning tool – anytime, anywhere.
Whether you’re at home or across the globe, you’ll be able to see your complete financial picture along with accessing your secured, important documents.
Request a Demo
Financial planning can seem so rigid when it’s all on paper. When I work with my clients through Key Wealth Direction it’s so much easier for them to see the possibilities – and to make not just their financial goals, but their life goals, possible.