WealthTracker

Know your net worth.
Grow your wealth.

Net worth, cash flow, budget, insurance, and estate planning in one place, kept current with your advisor.

✓ Complete net worth: every asset and debt, from real estate and stocks to crypto and business interests, organized by asset class and by the entity that owns it

✓ Live scorecard: cash flow, passive income vs. your goal, and progress over time through snapshots

✓ Beyond the numbers: estate-planning progress and insurance coverage tracked alongside your wealth

✓ Simple & guided: step-by-step setup, or import statements and let the tool read them

✓ Advisor partnership: review and update together on planning calls, private & secure

Included with Bement & Company’s Proactive Tax Service.

Trust. Value. Results · Est. 1989 · bementcompany.com

Sign in

Enter your email and we'll send you a secure magic link. No passwords to remember.

Email address

FIRM STAFF

Your data is private and encrypted in transit. Privacy policy

Privacy Policy

WealthTracker is provided by Bement & Company to its clients as a financial organization tool.

What we collect

Your email address, name, and the financial figures and details you choose to enter (asset values, budgets, debts, and cash flow estimates). We never ask for institution credentials or passwords.

How it's used

Your data is used solely to power your tracker and to let your Bement & Company advisor review it with you during planning conversations. It is never sold, shared with third parties, or used for advertising.

How it's protected

Data is encrypted in transit (HTTPS), stored in a secured database, and access is restricted to you and Bement & Company advisors. Sign-in uses secure email links (they expire after 24 hours) or firm Google Workspace accounts: no passwords are stored. Sessions expire after 30 days of inactivity.

Your choices

You may request a copy or deletion of your record at any time by contacting your advisor at bementcompany.com.

Know your net worth.Grow your wealth.