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<a href="">Emoney</a>


Emoney is an easy-to-use, web-based, comprehensive financial planning and account aggregation platform. The system is designed to give you a single access point to securely view all of your: Financial Accounts. Tax and Legal Documents. Insurance Coverages.

<a href="" target="_blank" rel="noopener">Albridge Wealth Reporting</a>

Albridge Wealth Reporting

Albridge Wealth Reporting is a Web-based portfolio management system integrating portfolio accounting and performance reporting to provide your advisor with an accurate, single view of all of your assets. Consolidating your account data from hundreds of disparate sources - proprietary, banking, brokerage, insurance, retirement, managed accounts, alternatives, trusts – Albridge empowers your financial advisor with tools to deeper analyze and report on this data.

<a href="" target="_blank" rel="noopener">NetXInvestor</a>


NetXInvestor is an innovative and intuitive investor platform at your fingertips day and night, giving you instant access to account and tax statements, trade confirmations and more.

<a href="" target="_blank" rel="noopener">Ensuring Your Security</a>

Ensuring Your Security

In an age where technology is integral to our daily lives, it is more important than ever to protect personal information from the threat of cybercriminals. Ensuring the security and privacy of users is the cornerstone of AllData Advisor from Fiserv.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 508.888.2242