Your complete financial picture, anytime, anywhere.
Net worth. Investments. Goals. Spending. Documents. All in one secure, branded Ashwood experience — powered by eMoney Advisor's industry-leading 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 in real time.
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, real-time 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 see how changes impact your projected outcomes in real time.
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 — tax returns, estate plans, insurance policies — in a bank-grade encrypted 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 — updated in real time every 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 — 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. Most clients are fully onboarded and seeing their complete financial picture within their 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 — and 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 uses the same security standards as major financial institutions. Your data is encrypted, access is controlled, and every action is logged for compliance.
256-Bit Encryption
All data in transit and at rest is protected with AES-256 encryption — the same standard used by banks and government agencies.
Two-Factor Authentication
Every login requires a second verification step — a code sent to your phone or email — ensuring only you can access your financial data.
Audit Trail & Compliance
Every action within your portal is logged and documented. eMoney maintains SOC 2 Type II certification and FINRA-compliant data handling protocols.
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.