HAVE YOUR OWN

personal financial website

DASHBOARD

FAMILY DATA

INVESTMENTS

VAULT

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. 

INTERACTIVE

planning

PROBABILITY OF SUCCESS

RETIREMENT CASHFLOW

ESTATE DISTRIBUTION

  • Goal-Planner, for conventional retirement and education planning

  • Decision Center, for cash flow-centric planning.

  • Distribution Center, for estate planning.

USING TECHNOLOGY TO CREATE A BRIDGE TO SIMPLICITY.

Watch a quick video about our client Software.