Overview of the financial planning software we use.
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
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Goal-Planner, for conventional retirement and education planning
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Decision Center, for cash flow-centric planning.
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Distribution Center, for estate planning.
USING TECHNOLOGY TO CREATE A BRIDGE TO SIMPLICITY.
