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.