Welcome to the Gratia Financial Dashboard, our branded financial management solution that will allow you to organize your whole financial picture wherever you are. Through our contracted agreement with Right Capital, a leading professional financial software company, we offer our clients and invited guests this complimentary financial planning solution.
The Gratia Financial Dashboard will effortlessly track all of your personal finances, account balances, cashflows, budgets, transactions and holdings, making them accessible via your computer, tablet or phone.
Dashboard – Conditions
By using the Gratia Financial Dashboard, you agree to all Conditions and understand that this is a complimentary trial offer. We reserve the right to terminate any user, at any time. This offer is non-transferrable and is intended for invited guests, only. Support for using the Dashboard is included and made available by accessing web-based materials and scheduled personal instruction with Gratia Financial, LLC.
Any invited guest who accepts the Conditions and/or makes use of the Dashboard is not considered an investment advisory client of Gratia Financial, LLC or a consulting client of Gratia Life, LLC (including, any of its subsidiaries/DBA’s) without being properly contracted.
This offer is in conjunction with our branded financial software subscription with Right Capital, only.
Gratia Financial‘s access to all personal Dashboard data is private, confidential and secure, according to the legal documents of The Firm (below).
Gratia Financial, LLC is a limited liability company licensed with the state of Missouri as a registered investment advisor (RIA). Services may be provided to a limited number of clients in other states, as well. Randall S Swetnam is the managing member, owner, principal, and Investment Advisor Representative (IAR) for the firm, located in the south Kansas City area.