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STORYBOARD – Attorney Vertical
Your Logo Here Intro
Today’s Markets are Uncertain
Your Time is Valuable.
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC
STORYBOARD – Attorney Vertical
Your Practice is a Priority
Your Family is Counting on You
Building a law practice can bring you manyrewards. And… many responsibilities. But success has a price.As an attorney, it’s often a struggle tobalance the many different aspects of a busylife.
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC
STORYBOARD – Attorney Vertical
So you turn to the financial specialists for adviceon the issues that revolve around you and thefinancial issues they help you manage.
Since most advisors offer services independentof each other, it’s up to you to sort out all theirideas and recommendations.
How can you keep track of everything you have, when you’re busy growing a thriving practice?
Do you know if your assets are working as hard as you?
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC
STORYBOARD – Attorney Vertical
We provide you with a personal, financial website, so you can view everything about your financial and estate planning in one place.
On your desktop or
from your mobile device
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC
STORYBOARD – Attorney Vertical
Every night, your balances will be automatically updated. Changes in your assets – and changes in your life – will be tracked against your overall asset allocation, retirement and cash flow models, insurance program and your financial and estate plan.
Your updated assets are integrated into reports so that you can monitor your progress against your overall financial objectives.
Our Wealth Management Solution also provides a secure online storage Vault for your private documents, like wills, trusts, tax returns, deeds to your house, insurance policies, professional contracts, and beneficiary designations. Here you can even store photos and videos and other precious memorabilia.
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC
STORYBOARD – Attorney Vertical
We provide you with a Personal Financial Web Site so you can view everything about your financial and estate planning in one place
– on your desktop
or from your mobile device.
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC
STORYBOARD – Attorney Vertical
Of course, all the information is password protected in a secure encrypted personal web address, backed with the latest internet security technology available.
Your top holdings are easily accessible.
You can even view your awards programs results - giving you one single access point for all your important financial details.
Alerts automatically notify your advisor of a problem or an opportunity - like your asset allocation being out of balance or a significant change in your account values.
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC
STORYBOARD – Attorney Vertical
Your Logo Here Outro
For licensed users of eMoney 360 and 360Pro™ only. May not be distributed or reproduced. Property of eMoney Advisor, LLC.
©eMoney Advisor, LLC