Client Vault

At Bosch Financial, we provide you with the tools you need to take control of all of your finances.

Through the use of our Client Vault, you can monitor and track all of your accounts, not only the accounts we manage. You can even collaborate with our advisors, online, in real time to discuss your accounts to make sure your portfolio is on track to help you meet your goals.

You can upload important documents to store in your Client Vault.

Your personalized Retirement Plan Analysis and Financial Plan is stored in your Client Vault and will be updated and reviewed regularly to monitor your accounts and track your progress.

This is all provided through the use of your own, individual, password protected and encrypted Client Vault web site.

Available on Your Smart Phone

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