Our clients have access to our suite of online financial planning tools including account aggregation, financial plan development, and what-if scenario analysis.
Our account integration software captures all of your financial information in one place to provide an easy to read financial overview as well as measure progress towards your goals. Powerful what-if scenario analysis lets you easily see how events such as purchasing a second home, starting a business, or altering an investment mix impact your financial goals.
Built on the industry standard eMoney platform, clients can feel rest assured that their financial information is secure.