Our Technology
With Castle Island Wealth, you enjoy the rare combination of world-class technology and attentive, personal guidance. Everything is seamlessly integrated into a secure, intuitive experience.
Charles Schwab Platform and Custodian - Our assets are held with one of the most respected custodians in the country, providing institutional-level security, efficient execution, and clear oversight thatgives you confidence in the safety and integrity of your investments.
MoneyGuidePro Financial Planning - We use the industry’s leading planning engine to create adaptable, data-driven plans that model multiple scenarios and guide decisions on retirement, taxes, and estate strategies with precision.
The Castle Island App - Get a complete, real-time view of your financial world in one secure platform. By consolidating bank accounts, investments, real estate, and other assets across institutions, you have updated and comprehensive information to make decisions with your advisor.
Charles Schwab Platform and Custodian
We partner with Charles Schwab, one of the nation’s most respected custodians, to safeguard your investments and give you access to a technology ecosystem trusted by millions. Schwab’s platform combines robust security, seamless integration, and sophisticated tools to keep you informed and in control.
With Schwab as our custody partner, you benefit from:
- Integrated technology and broad compatibility. Schwab’s comprehensive digital platform connects with over 235 third-party tools, ensuring youraccounts, planning software, and reporting work together without friction.
- Powerful trading and portfolio management tools. Access award-winning technology for model management, flexible trading, and tax-aware rebalancing, plus features like tax-loss harvesting and side-by-side model comparisons to refine strategies.
- Efficient onboarding and cash management. Enjoy a streamlined account-opening process, dynamic cash management options, and the ability tomact quickly when opportunities arise.
- Clear, real-time visibility. The overview dashboardshows your balances, positions, asset mix, and alerts on a single screen, with real-time data on transactions, cost basis, and security pricing.
- Institutional-grade security. Two-factor authentication and advanced monitoring protect your accounts, backed by Schwab’s decades of experience in safeguarding client assets.
Money Guide Pro Financial Planning
We use MoneyGuidePro, the industry’s most advanced financial planning platform, to transform complex financial decisions into clear, actionable strategies. More than just software, it’s an interactive experience that helps you understand your options, collaborate with us in real time, and make confident, informed choices.
With MoneyGuidePro, you benefit from:
Interactive, client-led planning. Adjust variables like retirement age, savings rate, or major goals and instantly see how they affect your long-term plan, bringing clarity to even the most complex scenarios.
- Clear goal-setting and prioritization. Define, rank, and track your financial objectives from funding education to planning a business exit, with tools designed for all life stages.
- Scenario exploration. Test the effects of unpredictable events, market shifts, or lifestyle changes so your plan is prepared for the unexpected.
- Comprehensive analysis tools. Access retirement cash flow visualizations, custom portfolio modeling, business and plan analytics, and tailored asset allocations.
- Optimized outcomes. Incorporate Social Security and tax planning strategies, protection modeling, and risk tolerance assessments into a unified plan you can monitor through a secure client portal.
The Castle Island App
Our exclusive Castle Island App gives you a complete, real-time view of your financial world, all in one place. By consolidating accounts, investments, and assets across institutions, you can see the full picture of your net worth at any moment, leading to better decisions and deeper, more tailored advice.
With the Castle Island App, you benefit from:
Comprehensive net worth tracking. View your total wealth including investment accounts, real estate, private holdings, and fixed assets, whether they are managed by Castle Island or elsewhere.
- Seamless account integration. Through secure API connections, link accounts from other financial institutions such as Merrill Lynch, and view them alongside your Castle Island and Schwab accounts in a single, unified dashboard.
- Updated in real-time. Track updated asset values, analyze changes, and run projections to understand how your wealth may grow over time.
- Secure document storage. Keep important financial and legal documents safely stored and easily accessible within the app.
- Direct communication with our team. Send and receive securemessages, share documents, and receive timely updates so we can act quickly when opportunities or concerns arise.
- Banking capabilities. Access certain banking features through secure integration with the Schwab platform, creating a more complete financial management experience.
