eMoney Advisor is the most advanced planning and practice management tool in the industry.
We provide our clients access to this first class financial tool at no additional cost. eMoney Advisor will help to organize your financial life with your own digital wealth management portal.
Additional highlights of what eMoney offers:
Dashboard
-
A consolidated view of all of your accounts, everything you own and everything you owe, updated daily.
-
Access to your personal financial website from wherever you are and on any device you use.
Organizer
-
An intuitive organizer that will help you consolidate ALL of your different account information.
Aggregation
-
One consolidated view of all your separate accounts to give one complete financial picture, updated in real time.
Spending
-
The ability to monitor spending and set budget goals to ensure you are on the right track to meet your goals.
Alerts
-
Email and text alerts to empower you to be actively involved with your wealth management process.
Document Vault
-
Unlimited access to secure electronic document storage to keep all of your most valuable records safe and accessible.