eMoney

Being organized is one of the first steps in improving your finances.  eMoney allows our clients to do just that while also allowing for easy access from the web or mobile phone.

Mobile Access

> Download the app for your iPhone here

> Login to our eMoney mobile site here

eMoney is a web-based solution to organizing your finances.  All clients receive a dedicated website with secure log-in where they can see their financial plan and accounts in a centralized location.  Clients also have the ability to access their eMoney site via iPhone app or mobile site.  Android and Blackberry apps are coming soon.  

 

> contact us for a free demo