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Client Toolbox

When you partner with Strategic Wealth Planning, Inc., you have access to cutting-edge Financial Technology tools. These industry leading platforms are designed to help enhance the performance of your portfolio and add efficiency to your overall financial planning. Please reach out to us today to discuss why these tools are essential to your overall planning. 


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 progress towards goals, and visualize the impact that various strategies could make towards your personal cash flows.  This truly powerful platform is your “Financial GPS.”



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.


Account Access Request Form

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

Thank you!