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In an increasingly digital world, why shouldn’t investors have access to their own personal financial planning software?

We help our clients organize their financial life by providing a secure, digital Wealth Management Portal. You’ll have access to your personal financial website from wherever you are and on any device you choose.

Our Wealth Management Portal provides access to eMoney Advisor’s award-winning financial planning software, account aggregation and resources to prepare your secure financial future. eMoney Advisor is owned by Fidelity Investments.

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Account Aggregation

A consolidated view of everything your assets and liabilities, updated daily.

Financial Planning

Set goals and keep track of your progress as you work to reach your financial goals.

Workshops

Understand the impact of your financial decisions and make your goals a reality.

Spending

Track spending habits, monitor cash flow and stay on the right financial path.

Investments

Interactive charts and detailed summaries increase knowledge of your financial accounts.

Education

An extensive library of videos, articles and other resources to increase your financial knowledge.

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COMPLETE FINANCIAL PICTURE

Link all your financial accounts for a complete and up-to-date view of your financial situation. Run comprehensive analysis reports. All data reflects current market conditions.

DEEPER UNDERSTANDING

The 360˚ view of your financial world can help improve overall performance, minimize the impact of debt and taxes and enhance your lifestyle. With your goals as the centerpiece of the process, the portal can provide you financial reports that clearly illustrate where you are now and what you need to do to reach your goals.

MONITOR PROGRESS

With a daily snapshot of your progress, the portal will alert and remind you of financial factors that may impact your ability to achieve your goals. This relieves you of organizational burden, allowing you to focus your energies on what matters most in your life.

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