Insights by SPC Financial®
Insights allows you to view your comprehensive financial picture by aggregating and organizing all of your financial accounts in one place and accessing them using one secure log in. It is as simple as linking accounts from various institutions to your Insights account.
With Insights, you can track spending, create a budget, store documents in a secured vault, and review your investment holdings and overall allocations.
| Insights | Client Access | |
|---|---|---|
| Accounts | All Includes: | Limited RJ accounts only |
| Real-time balances | If accounts are linked | If accounts are linked |
| Secure vault | ||
| Bill pay | Via Capital Access account | |
| Market research | ||
| Notifications preferences | Configure email alerts for large expenses/deposits, etc. | Configure statement/document delivery preferences |
| Reports | Net worth statements, asset allocation, holding details, etc. | Realized Gain/Loss |
| Document retrieval | Obtain RJ statements, tax docs, trade confirmations + prospectuses | |
| Budget + spending tools | ||
| Cash management | Review info on direct deposits, checks, ACHs, etc. | |
| Account analysis | View investment summaries, asset allocations + transaction reports | Value over time, asset allocation |
| Reviewing activity | Transactions related to linked accounts | Pending/posted activity (RJ accounts) |
| Retirement account details | Review beneficiary designations, contribution info and federal + state tax withholding elections |
eMoney Advisor, LLC (eMoney) provides the platform for Insights by SPC Financial®.
Raymond James Financial Services, Inc. provides the platform "RJ Client Access" for Raymond James clients.