We make available to our clients, at no charge, the basic services of Wealth Vision, the powerful eMoney financial tool which creates your own, personal and secure, financial website.Unique Features:
Account Aggregation - provides you a holistic view of all your accounts updated nightly.
Budgeting Tool - gives you the option to create and monitor in real-time your personal budget. (A private, "client access only" tool).
Alerts and Alarms - to notify you of significant changes to your accounts.
Personal Financial Home Page - 24/7 access to reports, analysis and calculator tools.
The Vault - for secure storage of important documents and momentos.
Mobile Access - via iPhone, Blackberry and other "smart phones."
Alliance Partnerships - allows online collaboration with attorneys, accountants and other advisors.
"Click below" for a brief presentation and demonstration of this powerful financial tool.