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
Temporary secure sharing of files between Buttonwood, clients, tax professionals, estate planning attorneys, insurance providers, etc.
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.
