Deep dive into the

Estate Dashboard

The Midway Belmont Estate Dashboard is the central location to manage the finances and tasks for your Estate. Each dashboard is customized for your circumstances and goals. Below are just a few of the features of our Estate Dashboard.

Track Expenses

A consolidated accounting across any account or credit card, including multiple categories (something that Quickbooks can’t do).

Manage Tasks

We won’t fill your inbox with automatic task notifications that you end up ignoring anyway. All our tasks are managed to work with your schedule.

Compare Performance

We can make meaningful and accurate comparisons based on raw account data. Easily compare the performance and fees of different financial advisors.

Like what you see?

Secure Data

Midway Belmont uses the same read only access which almost all financial apps use. We cannot transact on the account – only read the data.

Customize Results

Need something new? We can customize your dashboard because it is based on the easily extensible Google Script – QuickBooks can’t do that.

Share Access

Family members, financial advisors, accountants, can each have access to either view or edit the data.

Let’s work together.

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Call or Text (202) 240-2605