Introducing emX from eMoney Advisor


An easier way to manage all your financial accounts together in one safe, secure, simple place. We’re excited to introduce emX from eMoney Advisor. More than just Bernardo’s client portal, emX offers you a complete personal financial management website. It keeps your various banking, investment, and insurance accounts updated and organized, lets you manage your budgets and spending, and even helps us chart a path for your long-term planning goals — all in one convenient online/mobile experience.

Financial Workshops
See if you’re on target to reach your most important financial goals.

Organizer
View your most needed information front and center — like your account list, net worth, and investments.

Mobile
See your complete financial picture from your smartphone or tablet.

Investments
Easily monitor all your important investments around the clock.

Vault
Safely store your most important financial documents, accessible 24/7.

Screen Sharing
Join a screen-sharing session quickly and easily for interactive planning anytime, anywhere.

 




Security
Benefit from the industry’s highest level of encryption guarding all your data.

Budgeting Tools
Set budgets and track spending to help you reach your savings goals.

www.mlcalc.com

Email: sandi@capitalwealthinvestments.com
Phone: 570-543-5256
Address: 132 Adams Avenue, Scranton, PA, 18503

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