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Personal Financial Website

We give you a real-time Personal Financial Website - a 24/7 "command center".  Here you can see current data and reports about your investments, and just as important, your plan.  You also have access to a firewall-protected, password-secured electronic "vault"  for critical documents such as insurance policies, trusts, bank and portfolio statements and key contracts.

The ability to "have it all" in one place is invaluable.  You are keystrokes away from accessing the information vital to your financial, legal, tax and business affairs.  Your advisors, attorneys, and CPAs can access the information at your discretion - and that makes collaboration easier.

These short videos will demonstrate how your Personal Financial Website will work.

 



Life in a Box



 What’s in a Number

 



 

The security of your data is our top priority.  That is why we have designed a system with state-of-the-art technology and processes to protect your data 24 hours a day, 7 days a week.  We combine world-class technology, with the best data storage facilities and lockdown privacy to bring you a system where you can have peace of mind.   

Click the link to learn more about your security: Personal Financial Webpage Security Overview



When you are on the go, you can access the information on your personal financial website from your smart phone by downloading the eMoney Mobile application. The ability to access your information anytime from anywhere could prove useful if your job causes you to travel often or if your on vacation.