client site emoney

reports

The Advisor can customize the exact compliment of reports shown to the Client. The Client can use these reports to better understand their financial circumstance.

investments

The Investments tab allows the Client to see finer detail about the assets entered into the system and even the transactions occurring within them.

spending

The Spending tab allows the Client to monitor their banking transactions and even build a budget.

vault

The Vault is an online document storage center that allows the Client and Advisor to share and store important information. The vault is a huge value add to the Client.

organizer

This is the Client's Data Entry area. The Client can add everything from accounts to personal property information in this environment.

home

This is the landing page for the Client Portal. This page gives a brief summary of the other environments in the portal.

workshops

Workshops are an engaging way for a Client to enter preliminary information on topics they are interested in like Retirement or Education planning. They are meant to spark a conversation between the Client and Advisor.

goals

Goals are isolated expenses that the Client wishes to fund. Client's can use the Goals tab to track and save for these important expenses.

settings

Here the Client can customize Alerts, Security and Privacy settings.