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MoneyGuidePro is an industry-leading goals-based financial planning tool designed to help us create and communicate a roadmap for reaching our clients’ financial objectives. Integrates with our eMoney portal technology.

 

 


We use the Morningstar Office platform to perform portfolio accounting and investment research on our clients’ accounts. We use reports generated by this tool to help communicate with our clients during the implementation and review process.




We offer eMoney Advisor's portal technology to create the ultimate collaborative environment. A client's total financial picture in one secure environment allows us to track financial goals in real time.