Utilizing a Team-Based Planning Approach
Alongside Our Secure Aggregation Website
It happens to all of us - our finances become complex and potentially too much to handle on our own. Through a holistic planning approach, we can help you coordinate a strategy to accomplish your financial goals. Integral to this process is the personalized website and custom account services that eMoney provides.
You’ll Have Access to:
- Personal account aggregation
- Up-to-date monitoring of your financial picture
- Investment allocation across all money types
- Details by holding for asset class and sector analysis
- Secure online “vault” for documents
Taking advantage of this system provides a single access point to securely view all of your financial accounts, tax and legal documents and insurance coverages.