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.
See if you’re on target to reach your most important financial goals.
View your most needed information front and center — like your account list, net worth, and investments.
See your complete financial picture from your smartphone or tablet.
Easily monitor all your important investments around the clock.
Safely store your most important financial documents, accessible 24/7.
Join a screen-sharing session quickly and easily for interactive planning anytime, anywhere.
Benefit from the industry’s highest level of encryption guarding all your data.
Set budgets and track spending to help you reach your savings goals.