eMoney: Your Personal Financial Website
eMoney is an excellent tool that allows you to manage your entire financial picture within your own personal financial portal. You can manage your budget, archive documents and see all of your accounts on one page. This is a robust financial planning tool that we recommend utilizing.
Please review our eMoney Welcome Packet for some helpful information and tips on the software.
Client Portal Features
Tracking of all net worth with asset and liability balances updated daily.
Add Live Connections for your investment accounts, credit cards, and even mortgage to maintain an updated and accurate view of your financial picture.
Alerts to keep you aware of significant transactions and changes in balance.
Investment analysis on all of your investment assets.
A budget tool to track and prioritze your spending.
Reports on networth, cash flow, asset allocation, and more.
A Secure Vault to safely store sensitive information and documents.
A Mobile App to conveniently access your account, wherever you are.