Stifel Wealth Tracker is a powerful free service designed to provide users with a comprehensive view of their financial situation. Available on iPhone, tablets, and computers, this program allows users to securely access and manage all their financial information in one place.

With Stifel Wealth Tracker, users can track their net worth, monitor progress towards their financial goals, and perform detailed analysis on their investment portfolio. The software also provides insights into asset and sector allocations, helping users make informed investment decisions.

One of the standout features of Stifel Wealth Tracker is the ability to complete a risk profile. By assessing users' financial goals, risk tolerance, and time horizon, the program helps them understand if their current holdings align with their objectives.

Furthermore, Stifel Wealth Tracker offers access to research reports from a nationally recognized equity research partner. This feature allows users to gain a better understanding of their investments and make more informed decisions.

The program also provides a convenient way to connect with a Financial Advisor in the user's area, offering personalized service whenever needed.

Overall, Stifel Wealth Tracker is a valuable tool for individuals looking to gain a big-picture view of their financial situation and make informed decisions for their future.