We at Longview are always looking for ways to better serve our clients. This year, after reviewing and completing trials of several other financial planning software packages, we made the decision to transition to a new planning suite, eMoney Advisor.
eMoney Advisor offers a client website where you can quickly and easily see your account balances, net worth, and goals. It offers organization of your financial information such as income and expenses, assets owned, important points of contact, and more. eMoney also replaces our online document storage vault. You will now be able to quickly and securely upload documents to share with your advisor.
Throughout the first quarter of 2017, we will begin rolling out the eMoney platform to our clients. You will receive communication directly from your advisor with instructions, including screenshots, about accessing your new eMoney client website and vault. We encourage you to check out your new website and contact your advisor with questions. Your advisor can walk you through your new website providing additional information as needed in a future meeting.
We believe eMoney Advisor will help us to better serve you in 2017 and beyond.