Account Aggregation Portals
Where Your Financial Picture Comes Into Focus
Balance Sheet Reviews
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
Tax Planning
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
Tax Planning
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
Tax Planning
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
EMONEY
Your Ensemble eMoney portal brings your entire financial life into one coordinated view — assets, liabilities, budgets, spending, and progress toward your goals. It’s your command center for confident decision-making.
CIR Statements
CIR Statements (powered by Albridge) provides detailed performance information about your accounts. Contact your advisor for more information on whether this portal is available for you and how to access.
Ensemble Tax & Accounting Client Portal
Use our secure client portal to easily share your information and access your tax and accounting records in one place.
Custodian Sites
Access to the Institutions Safeguarding Your Assets
Balance Sheet Reviews
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
Tax Planning
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
Tax Planning
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
Tax Planning
It involves making smart investment choices, utilizing tax deductions and credits, and structuring income.
A custodian is a financial institution that provides recordkeeping and holds client securities for safekeeping in electronic and physical form. Logging into the custodian’s platform is often best practice for accessing statements, effecting transactions or electing e-delivery.
WEALTHSCAPE INVESTOR
Your Wealthscape portal connects you to one of the industry’s most trusted custodians. Access your accounts, enroll in e-delivery, or navigate key tools that support your overall Ensemble strategy.
Resources
EWEALTH MANAGER
For clients with AssetMark-managed portfolios, eWealthManager provides streamlined access to your accounts, performance, and essential documents—all backed by Ensemble’s ongoing oversight.