Overview of the financial planning software we use.
We’ve partnered with eMoney,
a leading wealth management and financial planning software.
The client portal is a welcoming, detail-rich and interactive asset, which displays all wealth-management-relevant information, like net worth, investments, insurance, budgets and spending in a way that delivers maximal transparency, while minimizing navigation-difficulty. Also, the client portal facilitates the aggregation of assets and accounts we don’t manage, which help us get a clearer picture of your financial life.
USING TECHNOLOGY TO CREATE A BRIDGE TO SIMPLICITY.