Our new Wealth Management Solutions (eMoney Advisor)* offers clients:
- Account aggregation-this provides the client with a comprehensive view of their portfolio in one spot . This is automatically updated every night.
- Alliance partnerships-this allows for collaberation with client's attorneys, accountants, etc.
- On-line storage "vault"-keeps track of valuable documents (wills, passports, etc.)
- Interactive interface-allows Kruse Financial Group to meet your needs immediately
- VIP services & awards manager-allows clients to keep track of awards (airline miles, etc.)
- Customized reporting capabilities to meet specific client's needs
