STORYBOARD – Attorney Vertical

Your Logo Here Intro

Today’s Markets are Uncertain

Your Time is Valuable.

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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.

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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?

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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

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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