ACCOUNT ACCESS

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eMoney is a web-based tool providing account aggregation so all of your investments can be viewed in one comprehensive, convenient and secure portal. This includes a digital vault so you can store important documents and access them from anywhere in the world. It’s like having a file drawer and a bank safety deposit box together online. By combining investments on this one platform, we can generate aggregated analytical reports to monitor, track and address your needs. From analytics to cash flow to pro forma modeling, eMoney helps you manage your budget, have information at your fingertips and project future scenarios. 

 

Office: 858-642-5050 x 2045 | www.dkwmllc.com 
4225 Executive Square, Suite 900, La Jolla, CA 92037-1485

La Jolla | University Heights | Woodland Hills | Beverly Hills


Investment advice offered through Integrated Financial Partners, doing business as DK Wealth Management LLC, a registered investment advisor.