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Establish a Professional Alliance with a Financial Advisor
Modern Wealth is excited to announce the investment in a software solution called eMoney Advisor. This wealth management solution, available through Modern-Wealth, LLC, provides clients an enhanced service experience. The system tracks your success as you work together with your spouse and your advisor to develop and define financial goals, strategies and plans to increase your net worth.
The system allows you to look at your total net worth: brokerage accounts, 401k plans, bank accounts, 529 plans, annuities, life insurance, CD's, long term care, real estate, and mortgage accounts, and more. This comprehensive view of your financial picture provides the foundation for decision making and planning.
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The eMoney solution is a secure, web based platform that allows unparalleled collaboration between you and Modern Wealth as your advisor. It provides up-to-date financial information. This tool helps clients set financial goals and monitor progress towards goals. eMoney sends your advisor alerts, such as account value change, excess cash, excess debt, and stock options.
Take advantage of this innovative technology by selecting one of the eMoney Advisor Solutions that best matches your needs.
As an additional benefit, on your personalized client site, you can organize all of your important files in the vault page. This will allow you to access any of your important or personal files at any time. This is the most comprehensive asset allocation source that will combine your joint access, 401/IRA, personal trading and managed money accounts.
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