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.

SECURE SHAREFILE LOGIN

eMoney

Comprehensive view of forward-looking strategy, providing one location to see where everything is and how it’s all working together.

LOGIN TO EMONEY

Orion

Backward-looking reporting used to assess comprehensive performance and tax reporting across investment accounts.

LOGIN TO ORION
download on the app store
get it on google play

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.

CUSTODIAL DIRECT LOGIN
Buttonwood Financial Group Kansas City
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