Through the past decade, we have seen technology disrupt many businesses from real estate and transportation to retail and fine dining. The financial planning and wealth management industry is no different.
At Keystone, our financial planners and advisors have been part of the shift utilizing technology, such as Investor360; Money Guide Pro; and eMoney Advisor; as an asset to better serve our clients. Get access below or login to view your account.
Thanks to Investor360°, we can help our clients manage the paperwork that comes with investments more easily — in an accessible, streamlined portal. It’s quick, secure access to your financial reporting, in a way that takes the pain out of organizing your financials before tax time. Click here to watch this short video to learn how Investor360° delivers easy online access to your complete financial life.
Money Guide Pro
MoneyGuidePro® is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness. Keystone uses MoneyGuidePro® to provide sophisticated solutions and smart assumptions to help our advisors navigate the complex financial elements of our clients’ lives, so you can define and prioritize goals into needs, wants and wishes.
As our respective clients’ needs evolve, we can easily graduate them from a streamlined, goals-based approach to the industry’s most sophisticated advanced planning solution—all from within the eMoney platform. eMoney allows us to bring our client conversations to life with collaborative experiences that promote engagement, and cultivate stronger relationships and deeper understanding.
Remember, today’s financial planning industry is driven by clients and investors who are tech-savvy, value-driven, and versatile. Unlike previous generations, they are much more willing to embrace change and adapt to rapidly shifting circumstances, which is great because those who embrace change tend to thrive in the world of wealth management.