***NOTE: An eMoney ADVISOR or CLIENT license is required to use this software application. There is no additional fee for iPhone access.
eMoney Advisor, a leading provider of web-based wealth and planning solutions for financial advisors, now provides eMoney Mobile for iPhone. eMoney Mobile allows advisors and their clients access to their financial data from their iPhone or iPod touch.
* Access your financial accounts from one place
* Automatically update your holdings nightly
* View important documents in the encrypted document vault
* Collaborate with your financial advisor
Clients can see their own personal data, including:
* Advisor List
* Balance Sheet
* Accounts and Holdings
* Vault Folders and Files
Advisors can view their entire client list and see the data for any of their clients.