2020 eMoney Summit: Power to the Plan

October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

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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.

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.