Life In A Box
This video provides a brief overview of the Financial Planning tools we have available for our clients through our partnership with the leading Financial Planning Software Provider, eMoney. It has won many awards including the FinTech Breakthrough Award for Best Wealth Management Product and Best Overall FinTech Software. This software creates the ability for our clients to keep all of the information pertaining to their financial lives in one safe and convenient place, always at their fingertips and accessible anywhere in the world.
