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eMONEY Print E-mail

Aggregation Platform

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Considering an eMoney account ? Find out its advantages
BUSINESS OWNER CLIENT
EXECUTIVEPHYSICIAN
If you're frustrated with the volume and complexity of financial information you receive and manage, eMoney Advisor may be the answer to gaining confidence and control over your financial affairs.

If you currently receive more than four statements from various financial institutions, eMoney could definately change your life.

eMoney is a unique approach to financial management for affluent families that offers greater control and confidence over your wealth by delivering a web based planning and recordkeeping system available 24/7 and accessible worldwide. eMoney stands for Management, Account aggregation, Record keeping and control.

The program provides powerful analytical engines with comprehensive account aggregation capabilities. In addition to the recordkeeping and analytical services, you get independent advice regardless of your current relationships with other financial sevice providers.

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Securities and Investment Advisory Services offered through Summit Equities, Inc.,
Member FINRA/SIPC, and Financial Planning Services offered through Summit financial Resources, Inc. 4 Campus Drive, Parsippany, NJ 07054.
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