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.
A consolidated view of everything your assets and liabilities, updated daily.
Set goals and keep track of your progress as you work to reach your financial goals.
Understand the impact of your financial decisions and make your goals a reality.
Track spending habits, monitor cash flow and stay on the right financial path.
Interactive charts and detailed summaries increase knowledge of your financial accounts.
An extensive library of videos, articles and other resources to increase your financial knowledge.