Technology
eMoney
Our extensive financial planning solutions empower our clients to take action and see the impact. With eMoney, we easily organize your financial data and map out the road to meet your goals, all while stress testing for risks. It’s a personalized and custom experience that scales with your needs. Access eMoney in the client portal 24/7/365 to get important updates and documents.
Microsoft Teams
Our virtual meeting platform provides a first-class client experience from anywhere, at anytime. Whether it’s from your office, the comfort of your own home, or while you’re traveling, we give you the power and flexibility of having a full meeting experience on your computer, phone or tablet.
YCharts
YCharts is a powerful financial research and portfolio analytics platform designed to help financial advisors make more informed investment decisions. It provides in-depth market data, customizable charts, market trends, investment research, portfolio analysis, and reporting tools - all from one streamlined platform.
Asset Map
Asset-Map provides a comprehensive financial overview that helps empower you to make better financial decisions. It helps you visualize all the financial elements of your household on a single page. It delivers simple, powerful needs-based analysis within minutes, so you can see whether you are on-track to funding your most important goals.