Industry-Leading Client Portal

Offer clients a real-time, on-demand financial experience that strengthens your relationships and keeps you at the forefront of digital trends.

Account Aggregation and Organizer

Connect all of your clients’ accounts for a consolidated view of their complete financial picture.

Financial Goal Tracking

Allow clients to easily add, personalize, and track progress toward their financial goals.

Unlimited Document Storage

Allow clients to safely store all their important files and access them from anywhere directly through eMoney.

Self-registration and Onboarding

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.

Spending and Budgeting

Clients can create budgets and track spending automatically through their portal.

Mobile Web-Access for Clients

Give clients access to their portal whenever they want, from wherever they want.

Account Aggregation and Organizer

Connect all of your clients’ accounts for a consolidated view of their complete financial picture.

Financial Goal Tracking

Allow clients to easily add, personalize, and track progress toward their financial goals.

Unlimited Document Storage

Allow clients to safely store all their important files and access them from anywhere directly through eMoney.

Self-registration and Onboarding

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.

Spending and Budgeting

Clients can create budgets and track spending automatically through their portal.

Mobile Web-Access for Clients

Give clients access to their portal whenever they want, from wherever they want.

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