eMoney is a comprehensive wealth management system that can integrate your entire financial picture. This system is used to build and collaborate on financial plans with our clients. eMoney software allows Portfolio Solutions® to design simple to complex planning solutions, identify growth opportunities, and deepen the understanding of our client’s evolving financial needs.†
†Portfolio Solutions® is not affiliated with eMoney, an online service provided by eMoney Advisor, LLC. Financial plans and/or planning solutions created using eMoney should not be construed as offers, solicitations, recommendations, or endorsements of any particular security, product, or service, nor construed as tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.