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eMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. This includes a digital vault so you can store important documents and access them from anywhere in the world. It’s like having a file drawer and a bank safety deposit box together online. By combining investments on this one platform, we can generate aggregated analytical reports to monitor, track and address your needs. From analytics to cash flow to pro forma modeling, eMoney helps you manage your budget, have information at your fingertips and project future scenarios.
This mobile-friendly web portal is available 24-7. With Account View, you have convenient online access to your investment account information, portfolios, quotes, market performance and news about relevant topics.
Charles Schwab is a trusted financial services firm with decades of experience and a strong reputation for innovation, client service, and investment management. If your accounts are held at Schwab, you can access your portfolio, view statements, and manage your investments through their secure online platform.
RightCapital is a financial planning software that helps bring clarity to your full financial picture. It allows you to view your retirement projections, track goals, analyze tax strategies, and model “what-if” scenarios, all in one secure, user-friendly platform. If you’re working with us on a financial plan, this is where you can access it.