May 23, 2022

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Photo by Jason Briscoe on Unsplash
Being a first-time homebuyer isn’t quite as easy as it looks—especially if you’re a young professional with a budding family, an emerging career, perhaps some student loans or consumer debt to tackle, and an ever-growing list of financial priorities vying for your paycheck.

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