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.
With a comprehensive look at assets both managed and held away, fast-track your plan to become your clients’ primary, trusted advisor.
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.
Onboard clients quickly and easily, and provide an accurate, consolidated view of their financial well-being—updated automatically each day.
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.
Our entire product suite is just a click away.
We work with you to configure a solution that meets your firm’s unique needs.
Take a look at some of our online resources for more information.