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eMoney gives you a secure, comprehensive view of your financial life — from investment accounts and insurance policies to estate documents and retirement projections. Collaborate directly with your Pine Valley advisor in real time through a single, unified portal.
eMoney is a comprehensive financial planning platform used by advisors and clients together. Through your personal portal, view all accounts, upload documents, monitor net worth in real time, and stay aligned with your advisor on every aspect of your financial plan.
See a clear, consolidated snapshot of your financial plan — income, expenses, assets, and liabilities — so you always know where you stand and what comes next.
Track how your portfolio is projected to grow with interactive charts that model different scenarios, contribution rates, and spending assumptions over decades.
Run thousands of simulated market scenarios to understand the probability of your plan succeeding — and make smarter decisions about risk, spending, and savings.
Connect bank accounts, investments, loans, real estate, and insurance from thousands of institutions. Your full financial picture in one secure place.
Securely store and access important financial documents — wills, trust agreements, insurance policies, tax returns — organized and accessible whenever you need them.
Your Pine Valley advisor works inside the same portal. Review plans together, make updates in real time, and stay connected between annual reviews — no lag, no friction.
The Plan Summary view gives you an instant snapshot of your financial health — income sources, recurring expenses, asset values, outstanding liabilities, and insurance coverage. It's the foundation your advisor builds every recommendation on.
The Lifetime Portfolio Value chart projects the long-term trajectory of your assets based on your current plan. Visualize how contributions, withdrawals, and investment returns compound over time — and adjust assumptions to see the impact instantly.
Monte Carlo analysis runs thousands of simulated market scenarios to calculate the statistical probability of your plan reaching its goals. Rather than a single "average" projection, you see the full range of outcomes — and your advisor uses this to build a plan that holds up under real-world conditions.
eMoney connects to thousands of financial institutions — banks, brokerages, 401(k) providers, mortgage lenders, and more. Your advisor sees the same live data you do, so every planning conversation is grounded in your full financial picture.
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Your eMoney plan isn't a static document — it's a dynamic model that updates as your life changes. New job, new home, approaching retirement — your advisor keeps the plan current so every decision is made with the right numbers in front of you.
Your Pine Valley advisor can get you set up with eMoney and walk you through connecting your accounts and reviewing your plan. Reach out to get started.