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.

Data Security

Your data security is our priority. We have the resources, infrastructure, and experience to provide your firm with the highest levels of data security and encryption—always.

Going Beyond Ordinary Data Protection

We use one of the highest level of encryption available today—twice the standard followed by many financial institutions.

Secure Firm and Client Data

Data is backed up and replicated to geographically dispersed locations so you can continue business as usual in any situation.

Internal and Third-party Testing and Assessment

eMoney undergoes SOC 2 Type 2 testing through a third-party on an annual basis to identify vulnerabilities within your system and assist with remediation.