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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.
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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! PLAY VIDEO

Other features include:

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Hey Enterprises!

Hey Enterprises!

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

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Not Ready to Commit?

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

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