October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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Financial Account Aggregation

Connect accounts from hundreds of financial institutions across the country to automatically power your platform—and your advice.
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See the Big Picture

See the Big Picture

With a comprehensive look at assets both managed and held away, fast-track your plan to become your clients’ primary, trusted advisor.

Maximize Efficiency and Output

eMoney’s account aggregation is powered by direct data feeds so you can ensure the data fueling your advice is accurate and up-to-date.

Maximize Efficiency and Output
Elevate Your Client Experience

Elevate Your Client Experience

Onboard clients quickly and easily, and provide an accurate, consolidated view of their financial well-being—updated automatically each day.

Save Time, Build Trust

With connections to the financial institutions your clients use most, you’ll spend less time managing data entry and upkeep and more time on the tasks that matter.

Save Time, Build Trust
Check Out Account Aggregation! VIEW DEMO

Other features include:

Couldn’t Find a Feature You Need?

Couldn’t Find a Feature You Need?

Our entire product suite is just a click away.

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PRODUCTS

Hey Enterprises!

Hey Enterprises!

We work with you to configure a solution that meets your firm’s unique needs.

MAKE eMONEY
YOUR OWN

Not Ready to Commit?

Not Ready to Commit?

Take a look at some of our online resources for more information.

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OUR LIBRARY