eMoney Client Portal
iOS app by eMoney Advisor. Finance · eMoney Advisor
- Store rating
- 3.55 / 5
- Store rating count
- 29
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.2.7
- Listing last refreshed
- 2026-09-16
View the original store listing
Store description excerpt
Enjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your spending, investments, and asset allocation with easy-to-understand visuals and insights. • Personalized Goal Setting: Identify your financial goals and track your progress. Make adjustments to see how changes can impact your financial future. • Secure Document Vault: Upload and store important documents securely. Share them with your advisor whenever you need to, directly through the portal. • Simplified Communication: Engage with your advisor for meaningful planning conversations, all within the secure portal. • Explore: Dive into financial topics that interest you, separate from your financial plan, to gain valuable insights. EXPERIENCE THE ADVANTAGES: • Save Time and Stay Organized: Automate financial tracking and access everything in one place, making it easier to manage your financial life. • Complete Control and Security: View and manage your data safely, with secure aggregation and document sharing. • Enhanced Engagement: Take a proactive role in your financial journey by experimenting with different goals and gaining valuable insights.
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