Allow clients to easily add, personalize, and track progress toward their financial goals, including spending and budgeting tools.
Connect all of your clients’ accounts for a consolidated view of their complete financial picture.
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.
Allow clients to safely store all their important files and access them from anywhere directly through eMoney.
Our entire product suite is just a click away.
We work with you to configure a solution that meets your firm’s unique needs.
Take a look at some of our online resources for more information.
