Yes. All data is encrypted at rest and in transit with bank-level security. We never store your banking credentials and maintain strict access controls. Even if our servers were breached, your data would remain encrypted and inaccessible.
CFO Silvia tracks every account, asset, and position for investors and those with complex finances. Designed for those who want to build generational wealth, Silvia provides institutional-grade analysis around the clock. With over 50,000 users managing $60B+ in assets connected,...
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Key features
Capabilities that define this tool
Asset Tracking
Keeps tabs on every account, investment, and asset you own in one simple place.
Generational Planning
Helps you stay focused on your long-term goals instead of getting distracted by daily market swings.
Smart Alerts
Notifies you about important updates regarding your investments so you never miss a beat.
Financial Memory
Remembers all the details of your financial life and personal milestones for you.
Institutional Analysis
Provides you with high-level professional insights to help you manage complex wealth.
Data Security
Uses bank-level encryption and read-only access to keep your personal information safe and private.
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