Getting Started
We currently use eMoney for all of our financial plans.
Why eMoney? We have chosen eMoney for a couple of reasons:
With Fidelity acquiring them, we are confident they will be supported and continue to grow and improve for years to come.
We can share, customize and engage with client data in the most time and cost efficient manner currently available. Our team is versed on the software and can help customize settings and outputs for one simple reason- to save you money! When we work less on a plan, you pay less. Our hourly and flat fee rates are based on projected hours of completion. When we can eliminate those hours you pay considerably less.
If you are already using eMoney, the process is very simple. Once we engage with your firm, you will update your sharing rules to allow us to only view specific clients. We will go in and create the financial plan and all collateral in your eMoney account. Upon completion, you will remove our access and we will be locked out the client account. All work and deliverables are left with you. You own everything! We take nothing, and this is perfectly fine with us.
We are VERY serious about client confidentially and data security. We never download documents or take screen shots. All accounts integrated into eMoney inherently do not contain full account numbers, and any documents uploaded to the Vault by the advisor or client are welcome to be redacted for client security.
We try and be flexible. Life is not always a straight line from A to B. We are here to help you navigate that process with empathy, knowledge and a drive to help as many people as possible…