Command Center

M3 Command Center is a proprietary tool providing our clients insight and control of their finances. Command Center provides a central location for all of your finances. It has integrated tools for planning, forecasting, modeling which can be customized for each client.

The Command Center is unique in its ability to provide you with 24/7 view and control of your financial life.

Command Center also serves as a centralized and secure vault for important client documents, such as:

  • Trust documents
  • Wills
  • Mortgage records
  • Deeds