AdviceWorks & eMoney Access
AdviceWorks is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.
eMoney provides a suite of award-winning, advanced web-based wealth-planning tools that offer an aggregated, comprehensive view of your financial portfolio. The features and functions of eMoney enable our team to provide more complete planning to better serve your needs.
The three main benefits eMoney offers are the following:
1) Account Aggregation –eMoney allows you to view all your financial accounts, across multiple custodians, 401k's,etc all on one website. The accounts update every night, providing an up to date balance of your net worth daily. Security, as with any online service, is of the utmost concern, and many safeguards have been put in place.
2) Planning Tools & Reporting –eMoney facilitates the input of planning scenarios and data to develop one of the most cutting edge reports in the industry. Because data is updated on a daily basis, the tools and reports are current and up to date with any changes as well, enabling a more accurate and fluid plan.
3) The Vault – This tool on eMoney allows for the storage of wills, trusts, and other important documents, stored online. This is very important for individuals who are concerned that their heirs know their wishes upon their death. For these individuals, The Vault becomes the central depository for all important documents.
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