Powerful Data Aggregation
Connect accounts from hundreds of financial institutions across the country to automatically power your platform -- and your advice.
Accurate Data, Dependable Advice
Deliver advice informed by the most accurate view of your clients’ financial data, updated automatically each day.
See the Big Picture
With a comprehensive look at assets both managed and held away, fast-track your plan to become your clients’ primary, trusted advisor.
Maximize Efficiency and Output
Powered by direct data feeds, built and managed by eMoney, deliver more financial plans in less time and trust that the data fueling your advice is accurate and up-to-date.
Elevate Your Client Experience
Onboard clients quickly and easily, providing a clear and consolidated view of their financial well-being.
Save Time, Build Trust
Less time spent managing data entry and upkeep gives you the freedom to focus on building relationships and growing your business.
Accurate Data, Dependable Advice
Deliver advice informed by the most accurate view of your clients’ financial data, updated automatically each day.
See the Big Picture
With a comprehensive look at assets both managed and held away, fast-track your plan to become your clients’ primary, trusted advisor.
Maximize Efficiency and Output
Powered by direct data feeds, built and managed by eMoney, deliver more financial plans in less time and trust that the data fueling your advice is accurate and up-to-date.
Elevate Your Client Experience
Onboard clients quickly and easily, providing a clear and consolidated view of their financial well-being.
Save Time, Build Trust
Less time spent managing data entry and upkeep gives you the freedom to focus on building relationships and growing your business.
Let’s Get Started!
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