October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.
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.
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.
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.