Wealthscape: www.wealthscapeinvestor.com

Wealthscape provides you with official statements and tax documents. 

CIR Statements: www.cirstatements.com

CIR Statements provides an overview, allocation, and performance tracking.

Money Guide Pro: www.moneyguidepro.com

Money Guide Pro helps clients track pre-retirement/retirement finances to help achieve their short- and long-term goals.