Additional Options

We’re glad to see that you’re taking the initiative to solve a current problem. Griffin Black, however, may not be the right fit for you at this time. Our focus is long-term, full-service advisory relationships in the areas of financial and investment planning and management.

But we hope the following resources can point you in a helpful direction, and we wish you the best of luck in your endeavors!

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