May 1, 2016
Fortitude Private Wealth utilizes eMoney Advisor to help our clients organize their financial life. By providing our clients a personal financial website, they are encouraged to collaborate with their financial advisor. This also helps to monitor the progress of their financial accounts in real-time.
The benefits our clients receive include the ability to:
- organize and aggregate financial accounts
- receive real-time updates
- monitor in one convenient location
The software helps our clients track the progress of their:
- financial plan
- net worth
- personal balance sheet
- overall asset allocation
- budgeting goals
This progress can be conveniently monitored anywhere Internet access is available. For more information on how eMoney Advisor helps our clients, please contact our office today.