Your complete financial picture, anytime, anywhere.
Net worth. Investments. Goals. Spending. Documents. All in one secure, branded Ashwood experience, powered by eMoney Advisor's institutional-grade platform. Available 24/7 on desktop, tablet, and mobile.
Your personalized wealth dashboard.
Here's what your Ashwood Wealth Portal looks like when you log in: a clean, intuitive dashboard built around your financial life.
Sample client view shown with hypothetical data for illustration purposes only.
Everything connects here.
More than just a login, it's the central nervous system of your financial life. Connect accounts, store documents, and track your progress.
Dashboard
Performance
Vault
Cash Flow
Plan
Tracking
Everything you need in one place.
Your Ashwood Client Portal consolidates your entire financial life into a single, intuitive dashboard. Link outside accounts, track spending, monitor goals, and securely store documents, all accessible from any device.
Net Worth Dashboard
A consolidated view of your total net worth: assets, liabilities, and everything in between, updated automatically as account values change.
Investment Performance
Track portfolio performance, asset allocation, and individual holdings across all accounts, including assets held at other institutions, in one consolidated view.
Goal Tracking
Visualize your progress toward retirement, education, home purchase, and other financial goals. Adjust assumptions and instantly see how changes impact your projected outcomes.
Spending & Cash Flow
Categorized transaction tracking and budgeting tools that help you understand where your money goes and identify opportunities to save more toward your goals.
Secure Document Vault
Upload, store, and share important documents such as tax returns, estate plans, and insurance policies in an encrypted document vault accessible only by you and your Ashwood team.
My Plan & Scenarios
View your personalized financial plan organized by topic: retirement, income, balance sheet, and goals. Run what-if scenarios and instantly see the impact of life changes.
Three views. One complete picture.
Your portal adapts to what matters most to you. Whether you want a high-level overview, a deep dive into investments, or direct access to your financial plan, the experience is tailored to your preferences.
Overview Dashboard
Your complete financial snapshot: net worth, account balances, recent activity, and key metrics, refreshed each time you log in.
My Plan
Your personalized financial plan organized by life topics: retirement, income, profile, balance sheet, and goals. Add or edit goals and instantly visualize the impact.
My Advisor
A dedicated space showcasing your Ashwood team, contact information, educational resources, and relevant materials. It's your direct connection to your advisory team.
Up and running in four simple steps.
We'll guide you through every step of the setup process. Setup is typically completed within your first meeting.
Receive Invitation
You'll receive a secure email invitation from Ashwood to create your eMoney account and set your login credentials.
Link Accounts
Connect your bank, brokerage, retirement, and other financial accounts, including those held at other institutions, for a consolidated view.
Set Your Goals
Define your financial goals: retirement, education, home purchase, travel. We'll build your plan around what matters most to you.
Explore Portal
Log in anytime from any device to track progress, upload documents, run scenarios, and stay connected with your Ashwood team.
Your data is protected by institutional-grade security.
eMoney Advisor publishes its security practices in an annual Information Security Statement. Your data is encrypted, access is controlled, and activity within the portal is logged.
256-Bit Encryption
Data is encrypted with AES-256 in transit and at rest, per eMoney Advisor’s published Information Security Statement.
Multi-Factor Authentication
Multi-factor authentication adds a second verification step at login, a code sent to your phone or email.
Audit Trail & Independent Review
eMoney Advisor undergoes an annual SOC 2 Type 2 examination. Activity within the portal is logged.
Your finances in your pocket. Always.
Download the eMoney Client Portal app from the App Store or Google Play. Check your net worth, review your plan, upload documents, and connect with your Ashwood team, all from your phone.
Ready to see your complete financial picture?
Log in to your Ashwood Client Portal or schedule a consultation to learn how our 360° advisory process and technology ecosystem can bring clarity to your financial life.
CFA®, Chartered Financial Analyst®, CIPM®, and GIPS® are registered trademarks owned by CFA Institute.
CommunityVotes Richmond 2025 Platinum Winner. Award based on community voting; not indicative of future performance or an endorsement by any regulatory body. CommunityVotes is not affiliated with Ashwood Financial Partners or Kestra Investment Services.