Client Portals

Click the button below, to be redirected to our Financail Planning Software, Emoney! There you will be able to find high-level information on your Financial Plan and Investments. The client portal also gives you the ability to upload and download documents that need to be shared with your Financial Advisor. Lastly Emoney allows you to link your outside investment accounts, mortgages, credit cards, and bank accounts to help you track spedning and provide us with a constant stream up updated information so we can provide the best Financial Planning services possible!

Click the button below to be redirected to our detailed investment reporting software, Albridge. On Albridge you will be able to run detailed reports of your investments, such as returns, transactions, account balances and more!