eMoney
Our extensive financial planning solutions empower our clients to take action and see the impact. With eMoney, we easily organize your financial data and map out the road to meet your goals, all while stress testing for risks. It’s a personalized and custom experience that scales with your needs. Access eMoney in the client portal 24/7/365 to get important updates and documents.
Asset-Map
Asset-Map provides a comprehensive financial overview that helps empower you to make better decisions by getting on the same page - literally.
- Visualize all the financial elements of a household on a single page/browser.
- Receive simple, powerful needs-based analysis within minutes, so you can see whether you are on-track to funding your most important goals: Loss of life, disability, long-term care, education, and retirement.
- Get an understanding of your bottom line and what you need to do next, facilitated by a financial professional who knows what's important to you.
Riskalyze
Many investors want more information than they typically receive. They want to know what a financial professional does, how their lives are going to be changed, and what they need to do. This is the opportunity they would get working with an Equitable Advisors financial professional. With the volatility of markets, regulatory changes, and rising concerns about retirement, we employ a Risk First Approach to illustrate opportunities for you. Risk First sets us apart from the rest as a holistic and tactical approach to managing the right amount of risk.
MorningStar
Morningstar offers analysis tools that help you make decisions about your own portfolio. Further, Morningstar manages investments for participating investors with taxable brokerage accounts and participants in workplace retirement plans.
Microsoft Teams
Our virtual meeting platform provides a first-class client experience from anywhere, at anytime. Whether it’s from your office, the comfort of your own home, or while you’re traveling, we give you the power and flexibility of having a full meeting experience on your computer, phone or tablet.