Client Resources

eMoney Client Login℠

eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technologies and services enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide.

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TD Ameritrade

IMPORTANT NOTICE: By using the above link you will be leaving the O’Donnell Financial Group website and will be entering the TD Ameritrade website. TD Ameritrade is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this website. TD Ameritrade neither endorses nor recommends any particular advisor or investment strategy. TD Ameritrade does not review the O’Donnell Financial Group website, and makes no representation regarding the content of the website. The information contained in the O’Donnell Financial Group website should not be considered to be either a recommendation by TD Ameritrade or a solicitation of any offer to purchase or sell any securities. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC/NFA.

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Orion

Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution ourselves. We understand the frustrations you have to work through, because they’re ones we’ve experienced ourselves. So, we’ve come up with innovative, advanced solutions to problems you face every day. Like you, we aren’t content with what exists. We look ahead to uncover what’s next.

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Pershing’s NetXInvestor

Pershing’s NetXInvestor platform combines an elegant, online investment solution for your clients with exceptional flexibility and customization options for your firm. With NetXInvestor, you can keep investors connected with your firm, your advisors and the markets. It offers anytime, anywhere access to consolidated account information, online documents, portfolio management solutions, and trading—plus market research, quotes and news from leading providers.

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