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.
Nitrogen
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.
Money Quotient
In depth communication tool to create processes that provide a consistent and positive experience for clients. Get to know each other and experience the personal aspect of a financial advisor/client relationship.