Introducing TotalWealth: Helping your employees reach their financial goals
Today's consumer seeks technology solutions that help them track and measure all aspects of their daily lives. Whether it’s how many steps they’ve taken or what their credit score is, there’s an app that easily tracks it. But what about their personal finances? Consumers expect and deserve a personalized relationship with an advocate who can help navigate life's challenges when it comes to their financial life. And TotalWealth powered by eMoney is our answer!
TotalWealth was developed for our clients to offer personalized service and cutting-edge technology to their participants—to empower them to take control of their financial situations. The platform seamlessly aggregates all accounts in one place, painting a holistic financial picture for the user and their advisor.
Join us at this live webinar to learn just how:
- TotalWealth is designed to organize, prioritize, and personalize your employees’ financial lives
- User-friendly the website and mobile app are for your multi-generational workforce
- A “Total” view allows participants and their advisor to work together to help achieve financial goals
Webinar Presenters
