We offer a web portal to provide clients information that Pershing or eMoney may not offer.
As an investment management client, use our online portal to:
View and download monthly and quarterly consolidated asset reports
Review investment asset allocation reports and transaction information
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
Pershing provides safekeeping, segregation, and reporting of our client’s investment accounts. As the custodian of your assets, Pershing acts as an independent third-party to protect our client/advisor relationship.
Use Pershing’s NetXInvestor portal to access:
Real time account balances and position values
Monthly account statements
Account transaction history and trade confirmations
Plan for tomorrow – contact Seamount today.
As your financial partner, our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how.