eMoney is a comprehensive financial planning platform designed to help financial professionals deliver personalized advice and manage the clients' financial journeys more effectively. It offers a range of tools and features to facilitate holistic financial planning, including goal setting, budgeting, investment management, retirement planning, and estate planning. By consolidating financial data and providing intuitive visualizations, eMoney Advisor enables us to gain a deep understanding of the clients' financial situations, identify opportunities, and develop customized strategies.
Get a complete snapshot of pending tasks, net worth, accounts, and spending in one convenient location.
Effortlessly link and manage your accounts for a unified and comprehensive real-time summary of your finances.
Enjoy the flexibility to add, edit, and fine-tune your personal details such as accounts, budgets, financial goals, and risk tolerance.
Input income details, expenses, and savings to unlock a deeper understanding of your spending and saving patterns.
Discover a variety of engaging videos tailored to your interests and pace, expanding your knowledge across a wide range of topics. Don't hesitate to reach out to us if you have any questions.
Gain insights into your spending, budgets, and transactions with this comprehensive resource. Efficiently manage your finances and stay on track with your desired financial journey.
A comprehensive overview of your investments, including their current values and year-to-date performance. By switching tabs, you can explore the allocations, analysis, and transactions associated with the selected accounts.
Securely upload and store documents in the vault for convenient access. Advisors can seamlessly upload documents to your vault also, providing a secure and streamlined approach to document sharing. You can customize the privacy settings for each document, allowing you with full control over access.
Explore this section for a detailed view of your accounts. Click the dropdown beside the Balance Sheet to reveal a comprehensive list of available reports.
Customize your e-mail notification alerts by selecting the specific notices you wish to receive and determine their delivery frequency.
Effortlessly change your password, update your security questions and answers, and set up two-factor authentication for an added layer of protection.
Easily adjust access permissions for your spending data, providing you with complete control over the sharing of your financial information.
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