eMoney Online Wealth Management System

eMoney Client Login

At CAP Partners, we see financial success as the ability to achieve financial independence, throughout life. For most, this financial independence only comes as a result of planning, determination and hard work. Even so, this process can be complex and challenging.

We understand these challenges and can assist you using a systematic process -- organize, simplify and navigate (the plan). As part of this process, we utilize an online Wealth Management System from eMoney.

The eMoney Advantage

eMoney is the premier system of its kind that brings together all of your financial life and assists in ongoing financial planning -- in real time.

How does it work?

We identify your goals, objectives, and priorities, and get financially organized. After that, we build your indivualized, private and secure website with all of your consolidated financial information. We then analyze your plan and identify any gaps. eMoney helps us:

• Track budget and spending
• Optimize cash flow
• Confirm assets are protected
• Save for education
• Manage investment portfolio
• Provide retirement options
• Confirm and review estate and legacy planning
• Saves critical documents in an online vault
• Monitor your progress through real-time updates

If you'd like more information about the eMoney Wealth Management System, contact us at email@cap-partners.