August 14, 2023

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I’ve recently begun receiving several emails per day trying to sell me on the idea of using AI technology to relieve me of work that I do for my clients. I admit that I wouldn’t mind help getting certain things done, but in general I’m not so sure it would be a good idea.

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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