eMoney is Amazing
INTRODUCING eMONEY ADVISOR™
FOR CLIENTS OF SEASTRUNK FINANCIAL MANAGEMENT
Now available to Seastrunk Financial clients, you can use eMoney to organize your financial life with your own digital wealth management portal.
Features include:
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- A consolidated view of everything you own and everything you owe; Updated daily;
- The ability to track spending habits, set a budget, and monitor cash flow to stay on the right track;
- Use our document vault to securely store and share investment statements, estate planning documents, and tax returns.
- Comprehensive financial planning platform. eMoney Advisor provides a suite of tools that help us create, monitor, and update financial plans for you, from basic to complex.
- Client portal and engagement. eMoney Advisor allows us to share financial plans, reports, documents, and messages with you through a secure and interactive portal. We can also use features like screen sharing, goal planning, lead capture, and gamification to enhance your experience.
- Data aggregation and reporting. eMoney Advisor collects and updates data from over 20,000 sources, including bank accounts, investment accounts, insurance policies, loans, mortgages, and more. We can use this data to generate comprehensive reports and insights for you.
- Security and compliance. eMoney Advisor uses industry-leading security measures to protect your data, such as encryption, firewalls, backups, audits, and multi-factor authentication.
