eMoney Client Portal

eMoney Client Portal

Only for iPhone

Free

iPhone

Enjoy a complete and secure view of your financial life with your personalized portal. KEY FEATURES AND BENEFITS: • All-in-One Account View: Easily connect and view all your accounts for a comprehensive view of your financial situation. • Track Spending and Investments: Stay on top of your spending, investments, and asset allocation with easy-to-understand visuals and insights. • Personalized Goal Setting: Identify your financial goals and track your progress. Make adjustments to see how changes can impact your financial future. • Secure Document Vault: Upload and store important documents securely. Share them with your advisor whenever you need to, directly through the portal. • Simplified Communication: Engage with your advisor for meaningful planning conversations, all within the secure portal. • Explore: Dive into financial topics that interest you, separate from your financial plan, to gain valuable insights. EXPERIENCE THE ADVANTAGES: • Save Time and Stay Organized: Automate financial tracking and access everything in one place, making it easier to manage your financial life. • Complete Control and Security: View and manage your data safely, with secure aggregation and document sharing. • Enhanced Engagement: Take a proactive role in your financial journey by experimenting with different goals and gaining valuable insights.

Ratings & Reviews

  • 3.9
    out of 5
    22 Ratings

New App Icon Assets Added

Version 1.1.37

The developer, eMoney Advisor, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
    • Identifiers

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Financial Info
    • Contact Info
    • User Content
    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • eMoney Advisor
Size
  • 150.1 MB
Category
  • Finance
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • ©2025 eMoney Advisor, LLC
  • Privacy Policy

    • More by eMoney Advisor

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