eMoney Client Portal

Enjoy a complete and secure view of your financial life with your personalized portal.

KEY FEATURES AND BENEFITS:

• All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation.
• Track Spending and Investments: Stay on top of your spending, investments, and asset allocation with easy-to-understand visuals and insights.
• Personalized Goal Setting: Identify your financial goals and track your progress. Make adjustments to see how changes can impact your financial future.
• Secure Document Vault: Upload and store important documents securely. Share them with your advisor whenever you need to, directly through the portal.
• Simplified Communication: Engage with your advisor for meaningful planning conversations, all within the secure portal.
• Explore: Dive into financial topics that interest you, separate from your financial plan, to gain valuable insights.


EXPERIENCE THE ADVANTAGES:

• Save Time and Stay Organized: Automate financial tracking and access everything in one place, making it easier to manage your financial life.
• Complete Control and Security: View and manage your data safely, with secure aggregation and document sharing.
• Enhanced Engagement: Take a proactive role in your financial journey by experimenting with different goals and gaining valuable insights.