November 3, 2022

Griffin Black - Raising Smart, Confident, and Financially Successful Kids
What is a parent’s role in raising smart, confident, and successful children? What matters? What doesn’t? Though author Margot Bisnow was the mother of two happy and driven entrepreneurial sons, these are questions she once never thought to ask. But then she interviewed 70 successful entrepreneurs – and their Moms – and found that many parents’ approach to ‘helping’ their children is counterproductive.

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