Upcoming Webinar: Do More Planning - Start Now

Wednesday, October 28 at 2:00 p.m. ET Back by popular demand, Gregory Furer of Beratung Advisors is joining the eMoney team for another webinar to go deeper on how his firm offered more planning to more clients through a scalable and effective process.

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.