Rehmann Wealth Path

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In today's fast-paced world, we're all looking for ways to save time without sacrificing quality when it comes to managing our money. Rehmann Wealth Path provides easy, 24/7 access to all of your financial information, helping you focus on the most valuable data while ensuring you don't overlook the smaller details.

From trusts and wills to frequent flyer miles and hotel rewards, this digital financial management tool offers a secure online space for you to effectively keep track of your personal finances.

A robust set of features

Rehmann Wealth Path's compelling features include:

  • Secure vault: Store important documents such as trusts, wills and tax returns.
  • Dynamic net worth statement: Add financial investments, property values, business values, mortgages and other assets to produce an accurate picture of your net worth.
  • Asset monitoring: View real-time values for your investment, retirement and bank accounts.
  • Informative reports: Generate comprehensive reports on cash flow, retirement income, net worth and historical balance ... just to name a few.
  • Awards manager: Manage your various reward accounts easily; view airline, hotel and credit card point balances all in one place.

Security prioritized

Rehmann Wealth Path's myriad security features keep your personal information safe. Our hosting infrastructure has been designed to support an application service provider (ASP) model for an enhanced level of security. We also leverage the latest intrusion prevention technology, redundant disaster recovery backup servers and segmented databases.

This commitment to implementing high-tech safeguards doesn't stop there: Verisign-certified hacker safe, Rehmann Wealth Path is updated every 15 minutes with tests for new vulnerabilities and fixes from a variety of international sources. Thanks to Wealth Path's sophisticated technology, its firewalls have never been breached — your information will remain protected behind these advanced security solutions.

Exceptional service 24/7

Offering real-time values for investment, retirement and bank accounts and the ability to create budgets and track retirement plan goals, Rehmann Wealth Path is an extension of the high level of personalized service to which our clients are accustomed. In fact, you can contact your Rehmann advisor directly from the website if you have any questions or concerns.

Managing your finances doesn't have to be intimidating or overly time consuming. Rehmann Wealth Path delivers the service, security and solutions you need to successfully — and seamlessly — manage your personal wealth.

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