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NBC Securities Financial Dashboard K-Task-04-27-15-eMoney screens

NBCfd, allows you to organize your financial life with your own personalized digital wealth management portal powered by eMoney Advisor. Using our financial dashboard, you can aggregate all of your assets and liabilities in one place; monitor your spending and establish budgets; track your investments; and increase your financial knowledge and understanding through a series of workshops, educational videos and articles. Other features include “the Vault” which provides electronic storage of important documents such as wills, deeds, and insurance policies, as well as valuable personal items such as pictures and videos. Contact an NBCS Financial Consultant for more information about NBCfd.

Dashboard

A consolidated view of everything you own and everything you owe, updated daily.

Spending

Track spending habits, monitor cash flow to help you stay on the right financial path.

Budget

Set budgets and keep track of progress as you work to reach your savings goals.

Investments

Interactive charts and detailed summaries to increase your knowledge of your financial accounts.

Workshops

Helping you understand the impact of your financial decisions and make your goals a reality.

Education

An extensive library of videos, articles and other resources to increase your financial knowledge.