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Client Center

Client Login 


As an Elmwood client you will have your own secure electronic portal. Your portal will be a key tool we use together to keep you informed and organized.

  • Allows for aggregation of all financial accounts in one place, including investment, banking, insurance, and mortgage.
  • Tracks and categorizes your spending from checking and credit cards, and then we can match this data against a monthly or annual budget.
  • Stores important personal documents (trust, will, passport, etc.) as a back-up to your own files. 
  • Serves as a destination where we exchange files securely, such as quarterly statements and documents for meetings.