Broker Check

Technology

Technology tools to help us better serve our clients

We provide a full suite of integrated business tools and technology to support you and improve your financial experience.

Asset-Map

Asset-Map provides a comprehensive financial overview that helps empower you to make better decisions by getting on the same page - literally.

  • Visualize all the financial elements of a household on a single page/browser.
  • Receive simple, powerful needs-based analysis within minutes, so you can see  whether you are on-track to funding your most important goals: Loss of life, disability, long-term care, education, and retirement.
  • Get an understanding of your bottom line and what you need to do next, facilitated by a financial professional who knows what's important to you.
eMoney

eMoney

Our extensive financial planning solutions empower our clients to take action and see the impact. With eMoney, we easily organize your financial data and map out the road to meet your goals, all while stress testing for risks. It’s a personalized and custom experience that scales with your needs. Access eMoney in the client portal 24/7/365 to get important updates and documents.

Microsoft Teams

Microsoft Teams

Our virtual meeting platform provides a first-class client experience from anywhere, at anytime. Whether it’s from your office, the comfort of your own home, or while you’re traveling, we give you the power and flexibility of having a full meeting experience on your computer, phone or tablet.

Have a Question?

Thank you!
Oops!