At CovingtonAlsina, we continue to invest in technology to benefit our clients. One specific piece is eMoney, an industry-leading financial planning and account aggregation software. What does that mean for our clients?
eMoney allows you to have your own personal financial website. All of your accounts – banking, investment, insurance, even 401(k) accounts – are shown together, updated every twenty minutes. You can track your investment performance and spending, helping you stay on track to reach your goals.
Other features include The Vault, a secure site where you can upload important documents such as passports, DD214, and legal documents. Imagine being half way around the world and losing your passport. With The Vault, you can download a color copy to take to the nearest consulate or embassy. We’ve had clients traveling to different continents need access to powers of attorney and medical directives; it’s all there, a secure internet connection away.
We can also give your accountant and attorney access to needed information. Imagine being able to share your latest investment transactions with your accountant, or your current net worth position with your estate attorney, without shuffling through papers or sitting down with a calculator. If you need to report personal net worth for bank loans or government security audits, that information is just a mouse click away.
Travel frequently? Your personal site also features an Awards Manager, allowing you to track all your frequent flier miles and hotel points. Now you’ll see when miles or points are about to expire, or if you’re missing credit for a recent trip.
Having trouble tracking your stock options? You’re not alone. With eMoney, we can track options and stock restrictions, allowing your planner to work closely with you to develop diversification and liquidation strategies.
And unlike other financial websites, we’ll never sell or disclose your data. eMoney is protected by 256-bit encryption, provided by SunGuard, a leading security vendor for many banks and other financial institutions.
The very best part? The CERTIFIED FINANCIAL PLANNERTM professionals of CovingtonAlsina can see your big picture, and aim to provide better advice, based on your current financial position. We work with your other trusted professionals to give you comprehensive planning advice. It’s all about you, for you.