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As an investment management client, use our portal to access:
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We implement eMoney as our cutting edge financial planning platform, allowing us to view and monitor all of your financial assets and liabilities, provide cashflow analysis, and track progress toward your financial goals.
Use eMoney’s online portal to:
- View real-time net worth, budgeting, and financial goal information
- Link new financial assets to your plan
- Upload documents to your advisor using the document vault
