Data aggregation and budgeting software

eMoney Advisor, EMX, is a state-of-the-art technology tool that allows you to your aggregate accounts from institutions/banks all over the world. These accounts can include, 401k, home loans, bank loans, student loans, social security, life insurance, credit cards, investment accounts, IRA/Roth IRA, Brokerage Accounts, 529 Plans; virtually anything with a login.

EMX is there to help users manage their budget and plan for retirement using one single tool. It allows clients to plan their financial life by having their net worth, accounts, investments, and budgets in one place. eMoney Advisor is available at no cost (we don't sell your information), we want to provide you with a wealth management tool that will help you. eMoney uses the industry-best security so your data will always be protected.

Click here to start using eMoney Advisor TODAY!

Budgeting sofware
Mobile View Budgeting SofwareBudgeting Sofware Mobile View

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC.
Not a deposit - Not guaranteed by the Bank, FDIC, or other government agency - May lose value
I am registered to transact securities in the following states: DE, FL, NY, OH, PA
Adams & Associates and Cadaret, Grant & Co. Inc., are separate entities.