Client eMoney Portal
eMoney is our state of the art, fully integrated financial planning software system. All financial planning clients are eligible to participate in our single-access point, integrated software. This web-based, highly secure solution allows clients to view all their accounts from one central location. The tool updates each account automatically on a daily basis. In addition, clients have the opportunity to upload private documents such as wills, trusts, insurance policies, deeds and more to your own secured on-line vault.
