Now aggregating 

We aggregate accounts from institutions all over the world so you have the ability to understand and manage your business within a single, secure tool.

As your expectations grow, so do ours.

View and manage your entire book of business, identify growth opportunities and access the information you need on demand. emX will revolutionize the way you deliver your expertise.

emX Overview


The next generation financial platform.

Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need.

Advanced Planning


Keep your clients engaged.

Offer your clients a PFM that keeps you at the center of their financial life. Organization, education, and collaboration will position you as your clients' primary advisor.

Client Site Overview


Turn your data into decisions.

With a custom and consolidated view of your business, eMoney's New Advanced Analytics help advisors and firms make better decisions that influence the kind of experience they offer their clients.

Advanced Analytics


Compliance data down to the smallest details.

Streamline and support your firm's comprehensive compliance efforts with detailed event logs, an intuitive presentation review, and on-demand exports of system data.

Advisor Assurance


Seamlessly bring together all of the industry's best applications into one comprehensive platform.

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Elevate your brand.

Advisor Branded Media gives you an expanding library of creative content to engage & motivate your clients and help you tell your story.

Media Overview


Security matters.

Our applications are backed by modern data centers that use industry-best security and encryption. With eMoney, you'll have peace of mind that your data is always protected.

Success Stories from Our Advisors

Steven Cunningham
Cunningham Investments

“When we began using eMoney clients said, ‘Finally. This is exactly what we have been looking for.’ Our clients look at their accounts frequently, which has helped us become better communicators about their accounts.”

Ann Alsina
Covington Alsina

“Our time to prepare for a review has been cut in half, and the reviews are more productive.”

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