eMoney Advisor is the most advanced planning and practice management tool in the industry.
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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.
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Additional highlights of what eMoney offers:
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Dashboard
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A consolidated view of all of your accounts, everything you own and everything you owe, updated daily.
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Access to your personal financial website from wherever you are and on any device you use.
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Organizer
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An intuitive organizer that will help you consolidate ALL of your different account information.
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Aggregation
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One consolidated view of all your separate accounts to give one complete financial picture, updated in real time.
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Spending
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The ability to monitor spending and set budget goals to ensure you are on the right track to meet your goals.
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Alerts
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Email and text alerts to empower you to be actively involved with your wealth management process.
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Document Vault
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Unlimited access to secure electronic document storage to keep all of your most valuable records safe and accessible.