In addition to its industry-leading financial tools, the platform includes a client vault and a customized and secure client portal, which aggregates all client data into a single location for real-time updates and use.
In addition to giving us the best information for financial planning, it also makes the process more enjoyable for planners and clients, who can log in at any time, from any location, to easily see their financial picture.
EMoney’s client vault creates a secure place to store client files, such as driver’s license numbers, passports, Social Security cards, performance reports, etc.
Many clients are well-versed in the financial realm-they understand the market, investment strategies and keep up with the trends.
We live in a mobile world, with technology shaping the lifestyle of our clients and the next generation of financial planners.
While we’re creating that optimal experience and helping clients work towards their goals, we can use such tools to optimize our operations and better serve our clients.
Schulte helps clients create successful financial plans, accumulate wealth and plan for retirement.