Wealth Management Solutions

eMoney

eMoney is a sales and marketing tool targeted to clients of significant wealth who need better ways to capture and control their assests.  It is a multi-faceted, web based financial planning software platform.

This tool identifies gaps and makes planning recommendations. eMoney gives a consolidated view of the client's financial information.

This software is available to you through our alliance with San Francisco Bay Area Agency, LLC.

Click here to gain access to eMoney. 

If you do not have a user name or password and would like to see a demonstration of how eMoney works please use the following sign on information:

User Name:  nella123  (case sensitive)

Password:  Sample2  (case sensitive)

If you would like to see online presentation of eMoney click Wealth Management Solutions

*Manuela (Nella) Archer is a registered representative of and offers Securities, investment advisory and financial planning services through MML Investors Services, Inc. Member SPIC 2121 N. California Blvd. Suite 395, Walnut Creek, CA 94596 (925) 979-2300