Personal Financial View

There may come a time in your life when your finances aren't so simple anymore and they may be too much to juggle on your own.

When that time comes, ask us about our financial planning approach and our secure aggregation website, Personal Financial View, powered by eMoney.

How does it work?

Through a holistic planning approach we can help you coordinate a strategy to accomplish your financial objectives.

Integral to this wealth management solution is the personalized website and custom account services that The AdvisoryOne Group provides.

This technology platform, which we call Personal Financial View, puts all of your key financial data and critical documents at your fingertips.

We will work with you on strategy, implementation and ongoing monitoring and updates providing:

Personal Account Aggregation and up-to-date monitoring of your financial picture is an innovative way to view all your account information in one place.

Investment allocation across all money-types and details by holding for asset class and sector analysis. Monitor your progress, create budgets, set alert notifications, store important information, and much more!

All of your information is password protected in a secure, encrypted personal web address, accessible only to you and your financial advisor team. This includes a secure online “Vault” for documents.

Easy-to-use, web-based system designed to give you a single access point to securely view all of your financial accounts, tax and legal documents, and insurance coverage.

High Level Security

The eMoney system uses a 256 bit Secure Socket Layer to scramble data. This is among the highest encryption in the industry and twice the encryption amount used by many other financial institutions.

Mobile Phone Access

You can now access your personal financial website on your smartphone device. Get up to date account information, store documents and photos, all while on-the-go.

Get Started

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