Each client has their own secure eDashboard, you will log into on your personal homepage, the portal to your financial world. You will see up to date information on accounts, net worth, investments, spending, insurance, and more.
Here, you enter essential details and connect your financial accounts. After entering these details, all other features come to life. You can also personalize your organizer with images to visualize your wealth and goals.
If you want to know if you are on target to reach your financial goals, such as saving for retirement or funding education, open your Workshop tab. In a few clicks, you will see where you are, where you want to be, and steps to take to get there.
On this tab, you can monitor cash flow and create budgets to stay on track.
Here, you can see all your investments, including asset allocation and current values of your holdings. You can also view asset types for a detailed breakdown.
The eVault is an online drawer that holds all your important legal documents like wills, birth certificates, and tax returns. You will always know where these documents are and can easily access them on any device.
Fidelity Institutional Wealth Services, a Fidelity Investments Company, holds your money. We selected Fidelity because of their strength and willingness to use technology in ways that help our clients. Fidelity is one of the largest Independent US custodians, with over two trillion dollars in global client assets. ePersonal Financial never directly takes custody of client assets, and only you have access to your money.
By identifying your unique Risk Number, we eliminate the industry standard of labeling your risk by: conservative, moderate, or aggressive. By establishing your personal RN, we can personalize any investment portfolio that you own.