A 360° View of Your Financial Life

NCM360, developed exclusively for New Capital clients, is your secure digital hub for organizing, monitoring, and understanding your entire financial picture. It serves as a centralized dashboard to access important documents, monitor financial tasks, and stay in close communication with the New Capital team. Built for privacy, simplicity, and personalized service, NCM360 helps clients stay organized and confidently engaged in their financial lives.

Smart Decisions Start with the Right Conversation.

Everything in One Place

NCM360 gives you a clear, centralized view of your entire financial life — from bank accounts and investments to property records, insurance policies, estate documents, and tax returns. No more digging through emails, portals, or paper files. Everything you need is securely organized in one intuitive platform, available anytime.

Secure Document Transmittal & Storage

NCM360 includes a built-in FileShare system that allows you to securely upload, organize, and access your most important financial and personal documents — from tax returns and estate plans to insurance policies and property records. Every file is encrypted and stored within your private household record, ensuring long-term access for both you and your advisor.

Timely Reminders

Our system automatically identifies key dates, deadlines, and opportunities based on your personal financial data. Whether it's a passport renewal, expiring insurance policy, or a birthday that triggers a required IRA distribution, NCM360 helps ensure nothing falls through the cracks — all through proactive, tailored reminders.

Collaborative Planning

NCM360 supports seamless coordination with the New Capital team. You can update information directly, submit questions or documents, and keep us updated and informed — without the inefficiencies of email chains or missed calls. It’s planning made easier, clearer, and more effective.

Reports and Dashboards

Quickly generate summaries of your financial picture — from net worth to portfolio composition — in a format that’s visual and actionable. Whether for a family meeting or strategic decision, NCM360’s reporting tools help you (and your advisor) spot opportunities and stay aligned.

Built for Clients, Not Sales

Unlike most financial tech tools built for brokers and product sellers, NCM360 was created by New Capital Management. It is designed to serve your best interests — not to sell you something — and it reflects the long-term, trust-based nature of our client relationships.

Proactive Financial Planning

When your advisor has accurate, complete data at their fingertips, they can plan ahead — identifying tax strategies, rebalancing opportunities, and planning scenarios well before year-end crunch time.

Future-Proofing your Financial Life

As your financial life evolves, NCM360 grows with you. From new properties and career changes to aging parents and estate planning, it is designed to help you manage complexity today while ensuring the right people can easily access what they need in the future. One platform for what matters now — and what comes next.

WEALTHY INVESTORS ARE ASKING

“Why is my advisor still using the same outdated software from 15 years ago?”

Most advisors still lean on outdated, off-the-shelf tools — systems built for mass-market use, not for complex households with real wealth and responsibility. The result? Your financial life ends up scattered across portals, PDFs, spreadsheets, and email threads — insecure, incomplete, and constantly out of sync. You’re expected to manage the complexity, while your advisor reacts with limited visibility.

NCM360 is our answer to that problem.

We have built a secure, purpose-built platform designed to bring everything together: your accounts, estate documents, tax returns, property records, household information, and more — organized, encrypted, and accessible in one place. No third-party apps. No generic dashboards. No blind spots.

By integrating your information into a single, living system, NCM360 enables us to deliver deeper insight, more proactive planning, and better coordination with your broader professional team — all while reducing friction and risk.

This isn’t software we license — it’s a system we built, because you deserve better than generic.

We’ll help you centralize your financial life, stay on top of key tasks, and give your advisor team the insight to serve you better.

Take the Next Step

  • NCM360 is New Capital’s secure, web-based platform that helps clients organize, access, and share their complete financial picture — all in one place.

  • Several years ago, we were frustrated with the limitations of standard portals, which couldn't handle the depth, context, and long-term planning needs of our clients. We built NCM360 to address that—enabling proactive advice, richer insights, and stronger relationships.

  • You can view account details, track advisor tasks, upload and access documents, receive reminders, and securely collaborate with your New Capital advisor — all within a unified platform.

  • Yes. NCM360 is built on a platform with enterprise-grade security, including encrypted data, role-based access, and strict privacy protections. Your information is safeguarded with the same standards trusted by healthcare providers, government departments, and major financial institutions.

  • Most portals are generic and fragmented. NCM360 was designed from day one for comprehensive, life‑long financial planning — it adapts over time and gives your advisor a full view of your goals, tasks, and legacy considerations.

  • Yes. With your authorization, you can grant access to family members or your executor to view important documents and account information during critical life events.

  • Yes. NCM360 is provided at no additional cost as part of our ongoing commitment to comprehensive, long-term financial guidance.

Common Questions

Disclosures

NCM360 is a proprietary client service platform developed by New Capital Management. It is provided exclusively to clients of the firm and is intended for informational and organizational purposes only. Use of the platform does not constitute investment advice or replace the individualized advice provided in the context of a client’s advisory relationship with New Capital Management. All data shared through NCM360 is secured using industry-standard encryption and privacy safeguards. Access and features may vary based on client needs and engagement level.