Imagine a single home for all of your accounts, assets, and documents.
eMoney has established itself as the leader in advanced financial planning tools. Not only can it model unique situations, but it can act as a resource for your loved ones, or other professionals, if ever needed. As a client of Walled Lake, you have access to eMoney, and the team's expertise at shaping it to match your needs. It contains three main parts:
- A dashboard to can aggregate all of your accounts and assets on a daily basis, no matter where they are held.
- A secure vault, to store your important documents, like wills, trusts, and even copies of your passport.
- Advanced financial planning tools so we can help reflect your unique situation and plan.