eMoney is the center of all your financial information. Your homepage will show your calculated net worth daily along with a summary of all your assets and liabilities. This software also allows us to link all of your assets regardless of where they are held, including 401(k)s, brokerage accounts, annuities, as well as checking and savings accounts. It also allows you to upload your financial documents securely for us to view. You may also utilize the software privately as a budgeting tool.
Account View is provided by LPL Financial and allows you to view accurate information about your investments at your fingertips. It is continually updated and has secure online access with electronic delivery of statements. Account View has a simple interface that allows easy navigation through accounts, positions, transactions, and statements.
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