Monument Client Portal: A Technology Solution Comparison
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Today, I’m going to explain the difference between our technology solutions for our clients, which are listed on the Client Login page on our website.
When you’re on our website, click Client Login in the menu. You’ll see we have Monument Client Portal and Financial Planning Website at the top. We’ll start with the Monument Client Portal.
If you have investment accounts with Monument, the Monument Client Portal is your main hub for viewing your financial account information, running reports and viewing performance information and holdings. The Monument Client Portal is also a mobile app available in the app store, so you can check your accounts when you’re on-the-go.
Now on to the Financial Planning Website: Clients who have worked with our Certified Financial Planners on in-depth financial planning have access to a personal Financial Planning Website through eMoney. This website does not have performance reporting and access to statements, but instead it shows all of your Monument accounts and outside accounts that you’ve linked in, with your financial planning goals and budgeting tools.
As you can see in this infographic, your accounts link into both the Monument Client Portal and your eMoney Financial Planning Website, likely from multiple financial institutions where your money is custodied, for example, TD Ameritrade. This is great for viewing and reporting on all your data at once, but it also means the values are not necessarily in real-time.
The Monument Client Portal is updated once per day - every night - so anytime you log in, you’ll see account values as of the last market close.
Your Financial Planning Website is updated throughout the day, but is still not quite in real time.
This is why, as you’ll see back on our website, we’ve also provided links to the login pages for a few financial institutions where Monument clients’s money is custodied. You should only need to go here if you are looking for real-time values.
- For investment performance, reporting and statements, go the the Monument Client Portal.
- For Financial Planning tools, go to your eMoney Financial Planning Website.
- If you’re looking for real time account values, log in directly to the financial institution where your money is held.
I hope this helps clarify the differences between our technology platforms, and you’ll reach out to us with any questions. Video Monument Client Portal: A Technology Solution Comparison upload by channel Monument Wealth Management ago 1 month ago with 46 views.Rating: 100%(by 1 users) - What think other users about this videos - Excellent! Must Watch this Video
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