A Fiduciary Framework for Success
Scalable compliance solutions for the entire advisor-client lifecycle.
Evaluate Current Clients
Easily use analytics to assess any necessary changes required to your fiduciary process and ensure compliance as it relates to appropriateness of products and services provided.
Create Detailed Client Profiles
Develop an efficient model for acting in a client’s best interest through eMoney’s account aggregation and automated onboarding workflow.
Build Simple and Comprehensive Financial Plans
Create documented financial plans for clients at every stage of life using a range of interactive planning tools.
Put Products into Plans
COMING SOON! Put your clients’ financial plans into action by generating unbiased product suggestions within the eMoney platform.
Efficiently Oversee an Entire Office
Firm-level oversight and administration tools ensure ongoing regulatory compliance.
Evaluate Current Clients
Easily use analytics to assess any necessary changes required to your fiduciary process and ensure compliance as it relates to appropriateness of products and services provided.
Create Detailed Client Profiles
Develop an efficient model for acting in a client’s best interest through eMoney’s account aggregation and automated onboarding workflow.
Build Simple and Comprehensive Financial Plans
Create documented financial plans for clients at every stage of life using a range of interactive planning tools.
Put Products into Plans
COMING SOON! Put your clients’ financial plans into action by generating unbiased product suggestions within the eMoney platform.
Efficiently Oversee an Entire Office
Firm-level oversight and administration tools ensure ongoing regulatory compliance.
Watch a Short eMoney Demo!
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Hey Enterprises!
We work with you to customize and configure our tech to meet your unique needs.
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