Client Web Portal Enhancements

We are excited to introduce a major enhancement to our Client Web Portal providing you the ability to view both your Financial Planning information along with your Investment Portfolio information in a safe and secure manner.

Included in the Financial Planning Module are (eMoney Portal):

  • Summary account and investment data
  • Financial Planning Goals
  • Ability to track expenses
  • Net Worth
  • Cloud based document storage with the ability to “share” information

Included in the Portfolio Module are (Tamarac Portal):

  • On demand performance reports for investment accounts under our management
  • Ability to see performance for asset categories in each account
  • Ability to see performance for Household
  • Tax gain/loss information
  • History of performance over time
  • Cloud based document storage for performance related reports

To activate the ability to view both modules through a single sign on we have created short tutorials for you to follow.  You simply need to click to watch a video depending on whether you already have access to the Financial Planning module or the Portfolio module.  If you prefer to read a short set of instructions for each topic, please click on the link provided.

 

Video Tutorials

Access Investment Performance

In this video, we’ll show you how to access your Portfolio information online if you already have a login to the Financial Planning portion of your client portal.

View and print step-by-step instructions.

Access Financial Planning

In this video, we’ll show you how to access your Financial Planning information online if you already have a login to the Investment Performance portion of your client portal.

View and print step-by-step instructions.

Toggle Between Two Portals

Our latest enhancements will give you the ability to view both your Financial Planning information along with your Portfolio information in a safe and secure manner. In this video, we’ll walk you through how to toggle between the two portals.

View and print step-by-step instructions.