As a Jantz Wealth Solutions client, you get free access to eMoney, the same financial planning platform used by more than 109,000 advisors across the country. We invested in it so you don't have to.
See how eMoney replaces the patchwork of statements and logins with one clear picture of where you stand today and where you're headed.
Most financial websites give you a static statement once a quarter. We thought that fell short. Retirement planning depends on seeing the whole picture, not just the slice we manage. eMoney lets you connect every account that matters to your plan, so when we meet, we're looking at reality, not a snapshot from 90 days ago.
eMoney is the same platform used by some of the largest wealth management firms in the country. It typically isn't free for clients to access. We pay for the subscription so our clients get the full experience at no cost, with no upsell.
If you're a JWS client and you'd like access, just ask. We'll have you set up the same day.
eMoney was designed to make complex financial pictures simple to see and easy to act on. Here's what your portal does the moment you log in.
Connect retirement accounts, bank accounts, brokerage accounts, even your mortgage and home value. See your full net worth update in real time, automatically.
Trust documents, tax returns, estate paperwork, beneficiary forms. Store everything important in an encrypted vault you and your advisor can both access. No more lost files.
See exactly how close you are to your retirement goals, today. Watch the plan update as markets move, contributions change, or life shifts direction.
If you choose to use it, the portal can categorize your spending automatically and show where your money goes each month. Helpful for retirees trying to set a sustainable withdrawal rate.
Send sensitive questions, documents, or files through the portal instead of email. Everything stays inside one encrypted channel that we both monitor.
Check your plan from your phone with face or fingerprint sign-in. Works on iPhone and Android. Same data, same security, on the go.
Travel often in retirement? Snowbird in the winter? The mobile app keeps your full financial picture one biometric tap away, anywhere you have a signal.
No password to remember. Sign in the same way you unlock your phone.
Pull up account values from anywhere. No need to log into five different banks.
Get alerts only for the things that matter to you. Turn off everything else.
eMoney is used by tens of thousands of financial firms because it holds up to the same security standards as the institutions where your money already lives.
Your data is encrypted both in transit and at rest, using the same standards used by major financial institutions.
An extra verification step every time you log in from a new device, so a stolen password alone is never enough.
Linked accounts share balance data only. No one can move money, place trades, or change anything in your accounts through the portal.
eMoney runs ongoing penetration testing and stores client data in geographically separated, secured databases.
If you're already a Jantz Wealth Solutions client, your portal is waiting. Reach out and we'll send your login the same day, walk you through setup, and help you connect the accounts that matter most.
The eMoney Client Portal is offered to Jantz Wealth Solutions clients as a complimentary service. Account aggregation is read-only and does not authorize transactions on linked accounts. Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Jantz Wealth Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.