YOUR CLIENT PORTAL

We offer our clients a real-time, on-demand financial experience

 
 
 

Security is a top concern. Listen as we cover the detailed security measures incorporated in our wealth management planning system.

 
 
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Account Aggregation & Organizer

Connect all of your clients’ accounts for a consolidated view of their complete financial picture.

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Financial Goal Tracking

Allow clients to easily add, personalize, and track progress toward their financial goals.

 
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Unlimited Document Storage

Allow clients to safely store all their important files and access them from anywhere directly through eMoney.

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Self-registration and Onboarding

Empower clients to take control of their privacy and data with Client Portal self-registration, followed by an automated and intuitive financial fact-gathering workflow.

 
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Spending and Budgeting

Clients can create budgets and track spending automatically through their portal.

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Mobile Web-Access for Clients

Give clients access to their portal whenever they want, from wherever they want.