Client Access
Financial Tools and Access at Your Fingertips
One of the many benefits of working with Buttonwood as your Family CFO is 24/7 access to your entire financial life through industry leading technology. We manage the information and strategy; you monitor at your convenience.
ShareFile
Securely share files with Buttonwood and professionals, upload and sign documents, complete forms, and scan to PDF—all through ShareFile and its mobile app.
eMoney
Comprehensive view of forward-looking strategy, providing one location to see where everything is and how it’s all working together.
Orion
Backward-looking reporting used to assess comprehensive performance and tax reporting across investment accounts.
Custodial Direct Login
Each night, we download from over 70 custodians such as: banks, brokerage firms, 401(k) holders, etc. Here, you can find link to a few of the commonly used platforms.
