E-Money Advisors: Convenient planning at your fingertips.
How It Works
Consultation
During our first meeting, we’ll assess your financial goals and create a plan that aligns with your financial situation.
Client Profile
Once we assess your goals, we will guide you through the portal and set up a secure client profile, personalized just for you.
Daily Insights
You’ll receive easy access to your financial portfolios, review potential growth opportunities, and a holistic view of your situation; all on demand.
Monitoring
We’re here to support you every step of the way. We’ll monitor your portfolios using our innovative technologies to take advantage of every opportunity available.
FAQs
Do you charge extra for access to this tool?
We utilize E-Money to provide you with the best client experience. We do not require a fee for access to this tool. Once we develop a comprehensive financial plan for you, we’ll help build out a profile and walk you through the platform.
This platform is too confusing, do you offer any workshops on how to navigate through it?
You do not have to be a computer scientist, and we don’t expect you to. We offer coaching on E-Money as well as a variety of guides on how to navigate the platform. Click here to view a PDF that walks you through the platform.
Does E-Money share my data with anyone else?
Your personal information and data is safe and secure. The E-Money platform is password protected and contains maximum levels of security to ensure that no one else can access your information.
