New Capital Management

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NCM360 Data Loading

Data Loading is our new complimentary service to help our clients get their data, documents, and records into NCM360. 


NCM360 is New Capital’s proprietary personal information management system that provides comprehensive, convenient, collaborative, and secure organization for over 40 different data categories in your financial life.

NCM360 Data Loading is our new complementary service, led by Casey Moss and launching in January, to help our clients get their data, documents, and records into NCM360.  You may choose between the following Data Loading methods:

  1. Full service - Provide your items to Casey, who will work through them and add them to the system.

  2. Hybrid service - Work together with Casey (in person or on Zoom) to organize and input your data and documents.

  3. Self service - Do-it-yourself and upload your data and documents on your own. 

To sign up for Data Loading, click the button below or call Casey at (713) 322-6217.

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If you do not yet have access to NCM360, please schedule a video-conference access session with Catherine call to get started.


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