ADDING ACCOUNTS TO EMX
A way you can link your non-BWM Financial accounts to your financial plan so it’s always up to date and accurate.
The EMX “vault” offers unlimited digital document storage for BWM Financial clients. It’s easy to securely share and access files whenever and wherever you need them from one location.
CLIENT SITE PREVIEW
A brief video highlighting the EMX financial planning website. https://youtu.be/pWhr--bM7Mg
EMX SELF REGISTRATION
Help establishing a username and password for your EMX financial planning site.