Essential Tech For An Evolving Business
Experiences that Stick
With eMoney's industry-leading client portal, you'll delight clients with a digital financial experience they'll want to come back to. Position yourself at the center of your relationships with a solutions designed to provide clients live and on-demand access to their complete financial picture.
Dive Deep Into Your Data
Place your data right at your fingertips to gauge the financial health of your clients and evaluate the performance of your business. Our Analytics tools give you a customizable and consolidated look at these insights so you can make informed decisions to advance your success.
The Right Amount of Automation
Aggregation automatically updates client accounts, both managed and held away, helping you streamline the data gathering process, reduce data-entry errors, and work with the best information. As aggregated accounts refresh each day, you'll deliver your best service using the most up-to-date client data available.
emX Select includes additional features such as:
- Deep Integrations
- Digital Advice Platform
- Mobile Web-access for Clients
- Unlimited Document Storage
- Screen Sharing
- And more!