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eMoney – Our New System to Deliver Reports

Last month we announced our new system to deliver quarterly performance reports to our clients. We will be utilizing a secure, online “Vault” through a program called eMoney. This portal will allow us to securely deliver quarterly reports as well as other important information we need to send, or that has been requested. Going forward, we will roll out additional features on the site to help our clients better understand their finances.

Benefits:

  • Security: the eMoney Vault is protected by the highest private level of encryption on the private market.
  • In addition to the delivery of the quarterly performance reports, clients can also elect to receive a copy of their Fidelity statements in the eMoney Vault as well.

Features:

  • In the Vault, there is a folder named “Orion,” where quarterly performance reports are viewable.
  • When reports are delivered into the secure Vault, an email notification will be sent.
  • Other documents can be shared through this system.
  • The ability to upload documents to be shared with an advisor through the secure Vault.

As we mentioned above, in the future we will be rolling out other features from eMoney, such as Financial Planning, Reporting, etc.

This is one of the many benefits of choosing XML Financial Group. To learn more, contact us.

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Last month we announced our new system to deliver quarterly performance reports to our clients. We will be utilizing a secure, online “Vault” through a program called eMoney. This portal will allow us to securely deliver quarterly reports as well as other important information we need to send, or that has been requested. Going forward, we will roll out additional features on the site to help our clients better understand their finances.

Benefits:

  • Security: the eMoney Vault is protected by the highest private level of encryption on the private market.
  • In addition to the delivery of the quarterly performance reports, clients can also elect to receive a copy of their Fidelity statements in the eMoney Vault as well.

Features:

  • In the Vault, there is a folder named “Orion,” where quarterly performance reports are viewable.
  • When reports are delivered into the secure Vault, an email notification will be sent.
  • Other documents can be shared through this system.
  • The ability to upload documents to be shared with an advisor through the secure Vault.

As we mentioned above, in the future we will be rolling out other features from eMoney, such as Financial Planning, Reporting, etc.

This is one of the many benefits of choosing XML Financial Group. To learn more, contact us.