eMoney Financial Planning
A Clearer Picture of Your Financial Life
As your financial life becomes more complex, it can be difficult to see how everything fits together. Our holistic planning approach, supported by a secure eMoney platform, brings your key financial information together in one place—helping us build, monitor, and adjust a personalized strategy around your goals.
Personal Account Aggregation and up-to-date monitoring of your financial picture is an innovative way to view all your account information in one place.
Investment allocation across all money-types and details by holding for asset class and sector analysis. Monitor your progress, create budgets, set alert notifications, store important information, and much more!
All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advisor team. This includes a secure online “Vault” for documents.
Easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverage.
