We utilize a unique technology for organizing your financial life. Each of our clients has their own secure portal where at any time they can view their portfolio, get a snapshot of their financial situation, and can help to keep their financial life organized.

The e-Money platform includes account aggregation, analytics, a vault to store important documents like your estate plan and insurance policies, a cash-flow planner and goal tracker - just to name a few.

With clarity comes confidence and comfort.