Reporting & Technology

Reporting & Technology

We invest in advanced technology to ensure that you can see your entire financial picture on a single screen – any time, any day.  In addition to the standard, quarter- and year-end reports, we provide you a wealth management portal that is available 24/7.  Once set up properly, this portal allows you to:

  • See all of your accounts to which you have online access (including investment accounts held with other firms, bank accounts, credit cards, mortgages, etc.), all updated each evening so you are always looking at up-to-date, accurate information,
  • Review your net worth and how it has changed over time,
  • Monitor your income and expenses compared to your budget,
  • Assess your asset allocation – across ALL accounts – to give you a complete picture and ensure you aren’t missing or overinvested in any asset classes,
  • Access the details of all of your insurance policies, and
  • Store, access and share important documents such as trust documents, wills, powers of attorney, health care proxies, insurance policies, and beneficiary designations.

We use the eMoney system because of its strong capabilities and deep feature set. If you would like to learn more about what it is like to use the eMoney system, come in and we can walk through it together or check out some of the features and capabilities such as their industry-leading client portal (https://emoneyadvisor.com/features/client-portal/), comprehensive advanced planning (https://emoneyadvisor.com/features/advanced-planning/), interactive cash flow planning (https://emoneyadvisor.com/features/interactive-cash-flow-planner/), and data security (https://emoneyadvisor.com/features/data-security/).

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