April 23, 2022

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Remember being a kid and thinking, “I can’t wait to grow up and do whatever I want?” Well, it’s safe to say if you’re reading this, you’ve arrived. Now you are the personal CEO of your own life. You get to call the shots. You decide what’s important, what happens next, when, in what order, and why. But, naturally, many of your decisions will be dependent upon available cash flow, which is why cash flow planning should really be at the heart of all the important decisions you make.

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


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