HD Vest Financial Services has partnered with eMoney Advisor, a provider of scalable wealth management solutions for financial professionals, firms and enterprises of all sizes.
With eMoney, independent advisers that have partnered with HD Vest can:
- Create holistic financial plans with eMoney for all engaged households that aggregate information about all accounts and assets, including mortgages, real estate, investments and taxes.
- Visually demonstrate the projected benefits of a potential trade or strategy, and compare them to the risks of the opportunity — and then work with clients to make changes to financial plans based on these presentations in real time.
- Communicate in real time with clients using eMoney's interactive client portal.
- Encourage clients to check investment performance updates and track progress toward long-term financial goals in the client portal.
- Store and make edits with clients to financial plans and other documents in a secure document vault that can be accessed by clients through the client portal.