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eMoney

eMoney is more than a world-class, state-of-the art financial planning system, it is a comprehensive and scalable financial planning technology tool that empowers us to meet a broad range of financial planning needs for our clients.

eMoney is an interactive tool that allows you the most accurate and in-depth picture of your financial world. Along with the knowledge of our team, eMoney allows for the most accurate planning for your future, providing financial statements, estimating cash flows, insurance needs, retirement planning, estate planning, and much more. Your personalized client portal allows you to have the hands-on ability to update and make necessary changes to your investments and view up-to-date values of all your linked accounts. Within your portal, you have secure storage for copies of important documents such as wills, statements, and other items essential to assist in your financial planning.

Contact Bosch Financial, Inc. today to get started! Already signed up for eMoney? Click on the link below to sign into your personal online portal.

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Wealth.emaplan.com/eqh/boschfinancialinc