E- Money is ..one.. of the investment technology software plans offered through our firm.

E- Money allows clients the option to consolidate some or all of their portfolios, banks, credit/debit cards, company benefit plans etc, into one secured location.

I offer ( AT NO COST) E- Money to clients for the following reasons....

• The ability for the broker and client to share access to E- Money for enhanced portfolio management
  
  
• The ability to see past account balances for all portfolios, making it easier to determine trends
  
  
• With interactive workshops the ability to see the impact current contributions have on future retirement income
  
  
• Access to interactive budgeting features where the clients receive e-mail alerts when spending exceeds budget limits
  
  
• Access to "secured" vault that uses cloud technology to store documents and financial information
  
  
• The ability for the client to enhance his/her pro-active portfolio management skills