iSteward is utilizing one of the largest financial aggregation and transactional companies on the planet SunGard Systems. SunGard processes more than 70% of all the global financial transactions.
Today there are several companies “getting into data reporting of financial accounts.” Most are free or very little costs and for good reason.
E Money is a proven platform provider over the past 14 years they have dominated the marketplace of useful information and planning that is live and active. No longer a stale out dated report from financial advisors, bankers, agents rather a living and up to date data. There are nearly 200 different reports to address issues from cash flow and balance sheets to estate planning and college funding. There are reports that aggregate the investments across an individual full spectrum from 401(K) to banking to benefits to mutual funds to brokerage to insurance policies and more.
iSteward has several videos posted on You Tube to make your educational experience a great one and filled with valued added information to impact your bottom line now and provide a secured place for you to collaborate with your team of professionals (attorneys, CPA’s, agents, advisors).