Client Toolbox

When you partner with Strategic Wealth Planning, Inc., you have access to multiple cutting-edge Financial Technology tools (FINTECH). These industry leading platforms are designed to help enhance the performance of your portfolio and add efficiency to your overall financial planning. Would you benefit from a platform that will organize your entire financial life in one place, with linked accounts that are updated in real time? We have that. Would you like something a bit simpler, where you can monitor your portfolio values and trends? We have that, too. Explore the videos and links below, which highlight some of the tools that we use with our clients. Please reach out to us today to discuss why these tools are essential to your overall planning.

eMoney

Emoney is an all-in-one comprehensive wealth planning solution to support every stage of life. Link all of your accounts to see real time values, track goals and visualize the impact that your decisions will make to your overall plan. This truly powerful platform is your “Financial GPS.”


Riskalyze

Riskalyze is a simple to use tool that drives alignment between investors and their portfolios. Based on an investor’s calculated risk number, the system uses analytical calculations to show how their portfolio may perform, with a 95-percent probability for the next six months. This empowers investors to feel more confident and helps to take the fear out of investing.

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Investor360°®

Investor360°® provides clients with access to detailed account information and monthly consolidated statements. The platform is frequently used to view portfolio holdings and recent activity, link additional accounts, store important documents, and to communicate with our team through the secured messaging feature. The platform can conveniently be accessed online or through the mobile app, and enables clients to go paperless.

Existing clients can access their Investor360° account by clicking the Client Login button on our site’s homepage or by simply clicking HERE.

Account Access Request Form

If you are interested in online account access, please submit your name so that we can contact you.

Account Access Request Form

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If you would like to access your account online but do not have login credentials, please contact our office for assistance.