Your Personal Financial Website
Enhance your financial journey with technology provided by eMoney.
1
Get a personalized financial plan
Your advisor leverages eMoney’s comprehensive planning tools to create a tailored strategy that aligns with your unique needs, goals, and risk tolerance.
2
Enjoy peace of mind with data from all your accounts
eMoney’s data aggregation ensures a complete, up-to-date view of your finances, empowering better decisions with reliable information.
3
Collaborate with your advisor and track your progress through a secure, interactive portal.
eMoney’s client portal offers a user-friendly, secure space where you can access your financial information, communicate with your advisor, and monitor your goals in real-time
4
Stay informed with educational resources and interactive tools.
eMoney offers a variety of educational materials, such as articles, videos, and interactive tools, designed to help you gain a better understanding of your financial options and empower you to make well-informed decisions
