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eMoney Advisor

eMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. This includes a digital vault so you can store important documents and access them from anywhere in the world. It’s like having a file drawer and a bank safety deposit box together online. By combining investments on this one platform, we can generate aggregated analytical reports to monitor, track and address your needs. From analytics to cash flow to pro forma modeling, eMoney helps you manage your budget, have information at your fingertips and project future scenarios. 

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Fernandes & Charest Wealth Management

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1140 State Road Westport, MA 02790 | (508) 636-6556 | www.fernandescharestwm.com

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Fernandes & Charest Wealth Management, along with its investment advisor representative, Matthew Neville.

 

Fernandes & Charest and its individual partners, Johnny Cordeiro and Otto W. Schleinkofer III, are solicitors to Integrated Partners and are not registered investment advisors. Solicitors do not provide investment advice and are compensated solely for their referral services but are otherwise unaffiliated with Integrated Partners. Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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