IFA FinPlan: Life In a Box - Show 142

Wednesday, January 7, 2015 3,950 views

At Index Fund Advisors, we place an extremely high value on being able to see the whole picture of our client’s finances. This goes far beyond just managing their investable assets. We proudly announce the expansion of our services to include IFA FinPlan, Powered by eMoney to provide a complimentary, comprehensive wealth management system that will allow our clients to track their assets, liabilities, income, and spending across all their accounts as well as store all their important documents in electronic form. Watch this brief introductory video, or read this article.

 

 

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