Client Planning Portal
Professional-grade financial clarity — built for people who refuse the ordinary
- Integrated planning, visibility, and real-time clarity.
About
Your Whole Financial Picture
Managing your financial world isn’t about watching numbers go up or down — it’s about finally seeing how everything fits together. Most plans show fragments. Most advisors gloss over the details. Most people are stuck trying to manage a complex life with partial information.
And you can’t escape the middle that way.
Whether you’re leading a business, playing a key role inside one, or simply managing your personal finances with intention, having a complete, honest view of every account, every flow, every asset, and every obligation creates the clarity and confidence you’ve been missing.
Our planning portal brings your banking, mortgage, investment, business, and property accounts into one secure environment, giving you real-time visibility into your net worth, spending, cash flow, trends, liabilities, and long-term direction.
Business and personal — integrated.
Today and tomorrow — connected.
Nothing hidden. Nothing missed.
This is what real clarity feels like.
Why Real Personalization Matters
Investors today are frustrated — and rightfully so.
Most of what they’re offered is cookie-cutter:
- Generic portfolios
- No integration of taxes, estate, benefits, insurance, business, or family decisions It’s mediocrity packaged as “advice.”
- Shallow questions
- Uninspired planning templates
People want more. They deserve more.
- They want someone who actually understands their goals, values, and constraints
- They want planning that connects every part of their life
- They want someone who turns over the stones everyone else ignores
- They want the highest ethical standard — not the industry standard
This is exactly why our planning portal matters.
It’s not software — it’s your personalized clarity engine.
No templates.
No shortcuts.
No “middle.”
Just a complete, integrated view of your life so decisions finally make sense.
Linked Accounts, Updated Automatically
Connect banking, credit, mortgage, and investment accounts for real time aggregation.
Real-Time Net Worth
The uncertainty that lingers.You’re responsible for important decisions… but don’t have a clear path forward.aView assets, liabilities, loans, and property values in one consolidated dashboard.
Clear Cash Flow Tracking
Understand spending, income patterns, and transfers across linked accounts—without spreadsheets.
Integrated Business Oversight
Business accounts and business related cash flows can be linked and categorized, while additional financials (like valuations or debt schedules) integrate through your planning review.
Forward-Looking Insights
See how decisions affect long term outcomes with projections, scenarios, and strategic planning tools.
Built Around You
Who Benefits
From business owners to executives, individual investors, and those planning a sale or transition, the portal brings every moving part into one coordinated view so decisions become clearer, smarter, and more connected.
Business Owners
View personal and business finances together. Track leverage, liquidity, compensation flows, and long term direction without juggling multiple systems.
Key Personnel & Executives
Understand compensation, benefits, equity, and home value in a coordinated planning environment.
Individual Investors
Gain real time clarity on net worth, liabilities, spending, and investment behavior—all synced automatically.
Owners Planning a Sale or Transition
Model how a sale or ownership transfer affects cash flow, net proceeds, taxes, retirement readiness, liquidity needs, and long term stability. See the impact of timing, valuation assumptions, and payout structures with clear, organized planning.
01
Connect Your Accounts
Banking, investment, mortgage, credit, and property data sync automatically. Business banking and business loans can also be linked directly.
02
Add Key Business Details Through Planning Review
Items without automatic feeds—such as business value, liabilities, transition scenarios, sale proceeds, or payout structures—are integrated during your planning process.
03
Review Insights Regularly
Your plan is updated proactively as life, laws, markets, and business decisions evolve—so you always know where you stand.
How do I log in?
https://wealth.emaplan.com/ema/ria/trupension
How Access Works
Access to this platform is provided by invitation only to help ensure the security and privacy of your financial information.
To get started:
- Your financial advisor will initiate your access and send you a secure invitation.
- You will receive an email with instructions to create your login credentials.
- Once your account is set up, you can access the portal anytime using the link above.
If you have not yet received an invitation or need assistance with access, please contact your financial advisor directly.
How often is my data updated?
Most linked financial accounts in eMoney are updated on a daily basis. Some items that change less frequently—such as mortgages, real estate values, or manually entered assets—may update on a less frequent schedule or require periodic review to ensure accuracy.
Can my spouse/partner have access?
Yes. You can grant your spouse or partner their own secure login to eMoney, allowing them to view shared financial information and collaborate in the planning process. Access levels can be adjusted to reflect how you prefer to manage information together.
Can we share data with my CPA or attorney?
Yes. eMoney allows you to securely share selected financial information with trusted professionals such as your CPA or attorney. With your permission, access can include specific reports and views such as tax summaries, cash-flow projections, balance sheets, net-worth reports, and estate-planning information.
Sharing is fully controlled by you, ensuring advisors only see the information necessary to support coordinated tax planning, estate planning, or other professional review.
When appropriate, we can also collaborate directly with our alliance partners to help ensure that relevant data and reports are shared efficiently and consistently across your planning team—all while maintaining privacy and security.
Is my information secure?
Safe and Secure
Your wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year-round.
Our comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more.
With each measure in place, you can be confident that your important information is safe and secure.
Password Protection
You have a unique username and password, ensuring that only you can access your information. Submitting incorrect login credentials three consecutive times will automatically lock your account for 10 minutes. This helps block manual or programmed hacking attempts.
In most cases, we do not have access to your username or password. However, if you decide to provide us with this information, we will never share your username and password over the phone or send it to an email address not pre-registered with your account.
Highest Encryption
eMoney uses 256-bit Secure Socket Layer encryption to scramble your data, helping prevent access by unauthorized users. This is the highest level of encryption currently available and is twice the standard followed by many financial institutions, including banks.
Routine Security Testing
Your wealth management system uses third-party security auditors and software, including TraceSecurity, Tenable Security, and WhiteHat Security, to identify vulnerabilities within your system and assist with remediation efforts.
Two-Factor Authentication
Your wealth management system employs two-factor authentication, also known as 2FA. This is a fraud-detection platform that uses a dynamic, risk- and rules-based approach to identify high-risk behaviors and initiate an additional layer of security.
With 2FA, you are sent a verification code to your mobile phone, which you are required to enter along with your username and password in order to access your personal financial website. This additional layer of protection safeguards your sensitive financial data and strengthens the security of your account by requiring two methods of verifying your identity.
Non-Transactional
Unlike online banking, trading, or shopping websites, your money cannot be moved, withdrawn, or accessed through our system.