The Art of Wealth Management

Account Aggregation  

eMoney provides visibility into all of your assets. You gain a holistic view of your complete financial situation, so you know more about your life style and more about your financial goals. eMoney helps you do more; like getting financially organized, identifying more opportunities and providing unique online collaboration and monitoring tools.

It is a private dash board to see all accounts at once, bringing together assets from different accounts and different companies.

This includes bank accounts, insurance policies, checking accounts, mortgages, and investments held outside of Dodds Wealth Management Group. It’s all presented on your own private secure financial dashboard. With a single log-in name and password, you can securely access all your accounts – and your information is automatically updated. Having a fast, simple way to monitor your assets can help you become more financially organized and identify opportunities sooner.