Integrated Wealth Management Reporting Site –This site is powered by Black Diamond Wealth Platform. This is where clients can access their electronically generated reports such as quarterly performance, market commentary, and quarterly billing statements. Clients can also see various information about their accounts such as performance, allocations and transactions, 24/7.

Each client will have their own personal user name and password to their secure reporting site. Documents (performance, billing, transactions, and other notifications) will be upload this site and an email will be generated to notify a client that a document has been uploaded.

By special request, Clients may receive paper copies of their documents in lieu of utilizing the Reporting Site.

Integrated Wealth Management, LLC utilizes Charles Schwab & Co. and Charles Schwab Bank as custodians for the majority of their client assets under management. Schwab Alliance is a website and mobile platform that provides easy access to account information and is designed exclusively for the clients of advisors who custody with Schwab. Clients whose advisors have chosen the standard view for Schwab Alliance can:

  • Download and access the Schwab Mobile app
  • View account balances, positions, and transaction history
  • Update contact information
  • Enroll in paperless delivery of custodial account documents.
  • Make mobile check deposits
  • View and edit tax-withholding information

Emoney Financial Planning Hub – Integrated Wealth Management Clients will be provided with their own personal “financial hub” via Emoney Advisor software.

  • Client assets under management will be fed into this site.
  • Away assets, credit card and bank accounts can also be fed to this hub.
  • Clients can create a budget and track expenses through intuitive grouping of expenses.
  • Clients may also upload and store their financial documents electronically, so that wherever they are, if they have internet access, they can access your most important documents.

Emoney is provided as an additional service to Integrated Wealth Management advisory clients at no additional cost and is optional.

Please note that privacy, security, and compliance are of upmost importance to Integrated Wealth Management, LLC.

Emoney has security protocols that are at the highest industry standards, and this information is provided to all clients regarding the security of their site.

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