September 25, 2023

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Picture this scenario: You have finished a grueling interview process. After days of studying and fielding questions in front of the mirror, you finally get the offer. The job is a perfect fit for you, the salary looks great, and you even get some nice benefits! On your first day, your HR representative asks if you want to take advantage of the company’s 401(k) plan.

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