Wealthvision

The WealthVision platform integrates financial planning and wealth management. It supports our planning process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios.  A robust client portal gives clients insight into their entire financial picture at any time.  WealthVision is a private label of eMoney Pro, the gold standard financial planning software.

Access your WealthVision portal directly through your normal Account View.  There are no additional passwords or logins.

WealthVision is also mobile-friendly and integrated into the LPL Account View App.