Financial Tools and Access at Your Fingertips

One of the many benefits of working with Buttonwood as your Family CFO is 24/7 access to your entire financial life through industry leading technology. We manage the information and strategy; you monitor at your convenience.

Looking Backward

Buttonwood Portal

The Buttonwood Portal provides our clients with real-time performance and tax reporting. The Portal organizes historical data including: Account values, performance reports, transaction activity (dividends, interest, purchases, sales) and more. Our Team downloads this data daily from more than 70 different banks/brokerage firms/401(k) providers, etc. This allows our clients to view their connected accounts in one convenient place.

Download the Buttonwood Financial Group Portal App on iTunesDownload the Buttonwood Financial Group Portal App on Google Play

Looking Forward


Buttonwood Wealth Management Solution (BWMS) provides a comprehensive view of each family’s personal strategy. This forward-looking financial planning tool provides a full view of investment assets, insurance, cash flows, estate plan, tax strategy and more. BWMS integrates with the Buttonwood Portal for real-time reporting of assets & liabilities, income & expenses, etc. Through BWMS, you can see where everything is and how it’s all working together to keep your strategy on the right path.

Other Family CFO Tools