Life In A Box
Financial Aggregation
eMoney allows users to securely connect and aggregate their financial accounts, including bank accounts, investment accounts, retirement accounts, credit cards, and loans. This provides a consolidated view of their financial picture and facilitates comprehensive financial planning.
Cash Flow Analysis
eMoney helps users track their income, expenses, and cash flow patterns. It categorizes and analyzes spending habits, providing insights into where money is being spent and identifying opportunities for savings and budgeting improvements.
Goal Planning
Users can set and track their financial goals, such as retirement savings, buying a home, funding education, or debt repayment. The platform helps individuals create realistic and measurable goals, monitor progress, and adjust strategies as needed.
Investment Management
The platform offers tools for investment management and portfolio analysis. Users can view their investment holdings, track performance, conduct scenario analysis, and assess their portfolio's alignment with their goals and risk tolerance.
Retirement Planning
eMoney facilitates retirement planning by allowing users to project their future retirement needs, estimate potential retirement income from various sources, and assess the sufficiency of their savings and investments. It helps users make informed decisions regarding contributions, asset allocation, and retirement age.
Insurance Planning
eMoney helps show clients if their current coverage and other resources are adequate to protect their family. It helps determine the survivors ability to maintain their desired standard of living and how much life insurance, if any, they will need to cover a shortfall.
Estate Planning
The platform provides features for estate planning, allowing users to create and manage documents such as wills, trusts, and powers of attorney. It helps individuals organize and document their estate-related information and facilitates coordination with legal professionals.
Reports and Analysis
eMoney generates detailed reports, charts, and graphs to help users visualize and analyze their financial information. This includes net worth statements, cash flow reports, investment performance reports, and other customized reports that provide insights into their financial situation.