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eMoney, is an excellent tool that allows you to manage your entire financial picture within your own personal financial portal. You can manage your budget, archive documents and see all of your accounts on one page. This is a robust financial planning tool that we recommend utilizing. If you need assistance setting up your WealthVision account, refer to our Self Registration Guide by clicking here.
We have a few other useful guides for WealthVision that you may want to refer to: how to add accounts, spending and budgeting booklet, and how to use the eMoney Vault. As you can see, eMoney has a wide array of valuable features that can help you keep track of your finances.