Broker Check

120 S Bedford St, Georgetown, DE 19947

302-515-1884
team@elementwealthplanning.com
Client Login


WealthVision



The WealthVision platform integrates financial planning and wealth management. It supports our planning process by providing a powerful engine capable of generating comprehensive financial planning analytics, calculating cash flow projections and modeling “what-if” scenarios.  A robust client portal gives clients insight into their entire financial picture at any time.  WealthVision is a private label of eMoney Pro, the gold standard financial planning software.


Robust client portal.

Easily aggregate assets, view investments and bank accounts in real time, and track your progress towards goals.

No more guessing

Decision Center, eMoney’s interactive Cashflow planning tool designed to show clients a real-time view of how their financial decisions can impact their overall plan.

Powerful enough for any situation

Regardless of how complicated your situation may be, we can handle it.

Single Sign-On Client Portal

Single Sign-On Client Portal

Access your WealthVision portal directly through your normal Account View.  There are no additional passwords or logins.

WealthVision is also mobile-friendly and integrated into the LPL Account View App.  Download the LPL Account View app through the Apple or Google Play Store.

Click below for a start-up guide to setting up your WealthVision.

Account Aggregation

Account Aggregation

All of your accounts, all in one place, up to date.  Imagine if you could sign-in to a single secure site and see your actual net worth, all of your assets, liabilities, insurance coverages and more.  Easily connect your Checking Accounts, Savings Accounts, Mortgage, Credit Cards, 401k's, Car Loans, Insurance Policies, Personal Loans, Business Accounts, Real Estate, Stock Options, and much more.

Document Vault

Document Vault

A secure location to store your most important documents.  Deeds, Wills, Trusts, POAs, Financial Statements, Financial Reports, Taxes, etc.

Share documents with Element Wealth Planning, your CPA, or Attorney.  

Unlimited private storage for whatever you want to keep private.

Advanced Planning

Advanced Planning

What If / Stress Testing - Both Cash Flow and Goals Based Planning.  Investment Analysis, Social Security Optimization, Income Planning, Cash Flow Analysis, Budgeting and much, much more.

Reports

Reports

You are used to reports from your Financial Planner, and while we love WealthVision's capability to generate hundreds of different reports to show you exactly what applies to your situation, we also love that WealthVision gives clients the capability to generate their own reports on the fly.