Aggregation – through the use of eMoney, you will be able to see
all of your financial information in one place – your personal financial home page
– accessible in a secure fashion any time or any place with an Internet connection.
Account information automatically is refreshed nightly, giving you a current picture
of changes in your account balances, investments, or loan and asset values.
Comprehensive Reporting – in addition to the aggregation of all
of your online account information, eMoney can also track reported values for other
holdings such as real estate equity, stock options and grants, personal property,
expenses, and more. Essentially, anything with a value (or liability) can be added
to the system for purposes of reporting.
Net Worth Tracking – because eMoney is automatically updating your
account balances and keeping track of your asset and liability values, you can see
your total net worth in one place, real time.
Research and Reports – eMoney has a direct connection to the financial
markets for real-time reporting and securities quotes, with a “dashboard” view of
all of the major market indexes.
Alerts and Notifications – based on pre-set conditions, eMoney
automatically alerts you to changes in your portfolio so you can take immediate
action to address issues.
Digital Storage Vault – eMoney includes an online secure storage
facility where you can safely protect valuable personal documents such as wills,
trusts, insurance policies, passports, tax returns, and copies of credit cards in
an electronic format. In addition to the storage of personal documents, the Vault
is capable of storing other digital media such as photos and recorded files. The
online Vault can be tremendously useful in times of crisis when hard copies of valuable
papers or personal memorabilia are no longer available – or simply if you have lost
your wallet and need copies to replace your original materials.
Deeper Financial Guidance – through the capabilities of eMoney
and a close partnership with your Advisor, we gain a much broader understanding
of your overall financial needs, which allows us to provide you with more relevant
and timely recommendations on how to achieve your goals.
If you would like more information, or want to arrange a demonstration of eMoney,
please call 800.238.8681 and ask for your local Private Banker or Financial Advisor.
*Investment advisory products and services are offered by UVEST
Financial Services®, an SEC Registered Investment Advisor.
