Keep on top of your full financial picture with the Odyssey SG app. View your net worth, create budgets, set goals, store your important documents, and submit your tax info - all from one place!
Highlights of the Odyssey Specialist Group app include:
-Connecting with Odyssey SG on Tax and Financial planning matters.
-Syncing assets and liabilities to understand your financial position.
-Creating budgets, tracking spend and managing your cashflow.
-Setting financial goals and measuring your success.
-Storing your important documents securely in the cloud. Rental statements can even be emailed by your agent directly to your portal.
-Giving guest access to trusted family members & finance professionals. -Saving time when submitting tax returns with tax tagging.