eMoney: Planning solutions
eMoney is a secure, easy‑to‑use financial planning tool that brings all of your financial information together in one place, helping you better understand where you are today and plan confidently for the future.
- Everything in one view: eMoney safely connects your accounts so you can see your full financial picture—including savings, retirement accounts, and benefits—all in one clear dashboard.
- Clear, easy‑to‑understand planning: Visual charts and simple scenarios help show how different choices may impact your future, turning complex topics into conversations that make sense.
- Always accessible: With a secure online portal, you can access your information anytime, stay organized, and feel more confident between meetings with your advisor.
Asset-Map: The advisor-client engagement platform
Asset-Map provides a comprehensive financial overview that helps empower you to make better decisions by getting on the same page - literally.
- See your entire financial picture at a glance: Visualize all the key moving parts of your household—assets, liabilities, income, and protection—on a single, simple page that makes everything easy to understand.
- Quickly understand how well you’re covered for life’s priorities: Receive clear, needs‑based insights that help show whether you’re on track to protect and fund what matters most, including income protection, long‑term care, education, and retirement.
- Gain clarity on your bottom line and next steps: Work with a financial professional who helps interpret the picture, focus on what’s most important to you, and guide you toward practical next actions.