Advyson
At Inland Financial Planning, we believe staying connected to your financial life should be simple, secure, and accessible. Through our client portal powered by Advyzon, clients have convenient access to important financial information all in one place — including account details, portfolio performance, investment insights, secure document storage, and more.
Designed to provide a seamless and personalized experience, the portal allows you to stay informed and engaged with your financial plan anytime, anywhere. As technology continues to evolve, the platform continues to grow with enhanced features and tools designed to support a better client experience.
eMoney
At Inland Financial Planning, we use eMoney to help deliver a more connected, collaborative, and comprehensive financial planning experience. Through the secure eMoney client portal, clients can view their complete financial picture in one place, including investments, banking, retirement accounts, liabilities, spending, and important financial documents.
eMoney’s powerful planning and account aggregation technology allows us to create a clearer, more holistic view of your finances, helping support more thoughtful conversations and informed decision-making. With interactive planning tools, secure document storage, and real-time financial insights, clients can stay connected to their financial plan anytime, anywhere.
By bringing your financial information together in one secure platform, we’re able to provide more personalized guidance, deeper collaboration, and a more streamlined planning experience focused on helping you work toward your long-term goals.
Charles Schwab
At Inland Financial Planning, we partner with Charles Schwab to provide clients with secure custody, innovative technology, and a trusted investment experience. As one of the industry’s leading custodians, Charles Schwab offers clients access to a powerful platform designed to support transparency, security, and convenience.
Through Schwab’s online and mobile tools, clients can securely view account information, monitor investment activity, access statements and tax documents, and stay connected to their financial life anytime, anywhere. Combined with the personalized guidance and fiduciary approach of Inland Financial Planning, this partnership helps create a seamless and dependable client experience focused on helping you pursue your long-term financial goals.
By combining trusted technology with personalized advice, we strive to make managing your financial life simpler, more organized, and more accessible.