Question: Is there a financial management platform that offers secure collaboration features for me and my financial advisor?

If you're looking for a personal financial management tool that also lets you collaborate with your financial advisor, Monarch is a strong contender. It's a full-featured suite of tools for tracking accounts, controlling spending, evaluating investments and creating financial plans. It also has secure collaboration with partners or financial advisors, a customizable dashboard and read-only access to accounts for security. Monarch is secure and available on the web and mobile devices, and you can have unlimited collaborators.

Another option is Karbon, an accounting firm tool that also accommodates collaboration. It's a single workspace for accounting practice management with tools for managing clients, automating workflows, managing projects and collaborating with team members. Karbon also integrates with other accounting tools like Zapier, Xero and QuickBooks Online to help you work more efficiently with financial data.

If you need more collaboration and content management, Box has advanced security controls and intelligent threat detection. It's got secure collaboration, native e-signatures and more than 1,500 integrations with other popular apps. Box is good for finance teams, too, offering a powerful foundation for secure data and collaboration.