May 2020

Retirement Saving
“They went to work every day and built a life for themselves, put money away in a savings plan and paid their taxes. And then they got divorced or hurt on the job or sick or widowed or just plain unlucky — and found themselves in the same boat as millions of Americans who are now approaching retirement with most of the financial props knocked out from under them.”

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications