Comprehensive Financial Software with No Equal
Match Planning Solutions to Your Expertise
Free yourself from the limitations of traditional financial software. emX Pro offers a depth of planning solutions — from basic to advanced, automated to interactive — that enable you to deliver advice that meets your and clients’ needs.
A New Competitive Edge
Deliver a personalized, high-impact planning experience for every client and prospect. Now, you can enhance the service you provide using real-time, collaborate solutions that help both traditionally-advised and digital clients forge a clearer path toward their financial goals.
Automate, Leverage, Grow
See opportunities more clearly as you streamline and scale your business operations. With optimized workflows, combined with powerful Office Analytics, you can develop strategies to gain a competitive edge.
emX Pro includes all features offered in emX and emX Select.
- Client Portal
- Account Aggregation
- Deep Intergrations
- Advisor Analytics
- Document Storage
- Over 200 Reports
- And much more!