eMoney

eMoney is a powerful financial planning software that revolutionizes the client experience by providing a comprehensive platform for managing wealth. It enables advisors to create detailed financial plans for their clients, offering real-time insights into their financial health. The interactive dashboard allows clients to visualize their financial goals, track progress, and understand the implications of their decisions through engaging scenarios and simulations

Capabilties

At the Katz Wealth Management Group, our commitment to leveraging cutting-edge technology enables us to offer unparalleled insights into your financial landscape. With the ability to review itemized cash flows in real-time, our clients can gain a crystal-clear understanding of their income and expenses. Our advanced tools make it possible to navigate complex tax strategies, optimizing your financial potential to the exact dollar.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
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The LifeSync Approach

Wealth of your magnitude deserves — and demands — sophisticated investment advice, paired with technology that empowers you to make the best financial decisions that align with your goals. That’s why I use the LifeSync approach to customize my clients’ personalized wealth plans. This includes using proprietary software to help us understand, prioritize, and revisit your goals based on life’s ever-changing moments.