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Our Technology

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Our Technology

Insight Alliance is an authorized user of The Living Balance Sheet®, an electronic wealth organization platform that provides a wide-angle view of your financial world. This tool enables us to stress test your current financial approach. Gain insight and clarity on your complete current financial picture. When coupled with our professional experience, this will allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results. An innovative financial perspective combined with latest web technology is what makes the living balance sheet so different from outdated financial thinking. You will be able to monitor your progress at any time. The Living Balance Sheet® is always accessible to you through our secure online system. Everything you own is organized all in one place. Every day, all of your holdings are automatically updated. Your entire financial picture is consolidated, current and always visible. You’ll even have a secure online place to access documents. You can access whatever is important to you, anytime, anyplace.

The Living Balance Sheet® displays the financial holdings identified by the client based upon information and valuations provided directly by the client or by electronic feeds from the client’s financial institutions. Valuations provided by electronic feeds reflect the most current information provided by the financial institution as of the date and time noted, but can reflect valuations from an earlier date and time. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2015 The Guardian Life Insurance Company of America.