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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