Your Financial Situation Should Be Crystal Clear
This is why we offer all of our clients an account with eMoney, an advanced online platform.
The Advantages of eMoney
- Secure vault to upload & receive documents
- Ability to project future financial scenarios
- Snapshot of your accounts and net worth in real-time
- Overview of your investment portfolios
- Project future monthly interest and dividends
The Advantages of Riskalyze
- Quantify Investor and Portfolio Risk on a 1-100 scale
- Provide likely range of returns
- Stress test portfolio in good and bad times times
- Score Risk Adjusted Returns using GPA metric
- Asset Allocation breakdown between stocks, bonds, alternatives and cash.