Personalized Financial Website Overview
We offer a personalized financial website for all of our clients to simplify your finances by consolidating all of your financial accounts and important information in one place. Our Gateway NW Planning Portal allows you to organize your finances and monitor the progress of your financial goals 24/7.
The Gateway NW Planning Portal acts as a shared planning workspace that allows advisors and clients to share and update information 24/7. The client portal is part of our advanced planning software through eMoney, one of the leading providers of financial planning software in the industry. This software is top of the line and is packed full of tools and features. We recommend that all of our clients register for online access and at least become familiar with the unlimited cloud storage feature to share and review financial documents with your advisor.
Gateway NW Planning Portal Log In
Document Vault Checklist
Gateway NW Planning Portal Resources
Website Registration Request
You must complete the registration process
via email within 7 days or the link will expire.
Gateway NW Planning Portal User Manual
Website Features
Organizer
Simplify your finances by consolidating all of your financial accounts and important information.
Document Vault
Unlimited secure electronic storage to keep your important documents safe and accessible.
Budgeting Tool
Track spending habits and monitor cash flow to stay on track to reach your savings goals.
Goal Planning
Set and monitor your goals with our interactive workshops.
Investments
Aggregate financial accounts from outside institutions and 24/7 access to customized planning reports.
Mobile
Access to your financial website on the go.
Attribution Guide
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