Upcoming Webinar: Maximize Your Client’s Lifecycle Journey in 2021

Wednesday, January 27 at 2:00 p.m. ET In part 1 of a 3 part series you'll see how financial planning and marketing work together to grow your business, engage clients, and maintain strong relationships.

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.