NCM360 gives you a centralized, organized view of your entire financial life — from bank accounts and investments to property records and insurance policies. No more digging through emails, old files, or multiple apps. Everything lives in one secure, intuitive platform that you can access anytime.

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.

Need to send a document to your CPA or estate attorney? With FileShare, you can grant secure, time-limited access to external professionals without relying on email or third-party apps.

It all begins with an idea.

It all begins with an idea.