Client Experience

With eMoney's Client Portal, you can provide clients with a real-time, on-demand financial experience that strengthens your relationships and keeps you at the forefront of digital trends.

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Track Progress Toward Financial Goals

Track Progress Toward Financial Goals

Allow clients to easily add, personalize, and track progress toward their financial goals, including spending and budgeting tools.

Easily Aggregate All Client Accounts

Connect all of your clients’ accounts for a consolidated view of their complete financial picture.

Easily Aggregate All Client Accounts

Simplify Registration and Onboarding

Simplify Registration and Onboarding

Empower clients to take control of their privacy and data with Client Portal self-registration, followed by an automated and intuitive financial fact-gathering workflow.

Give Clients Unlimited Document Storage

Allow clients to safely store all their important files and access them from anywhere directly through eMoney.

Give Clients Unlimited Document Storage

View a Client Portal Demo! VIEW VIDEO

Other features include:

Account Aggregation

Advanced Planning

Advisor Assurance

Firm Administration

Foundational Planning

Marketing

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