Advisor Analytics
Make better decisions, spot business opportunities, track client engagement, and deliver a more personalized experience with a full view into your book of business.
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Easily view important data
Taking action and building strategies is simple when you have the right information at your fingertips.
Advisor analytics helps to…
- Make data-driven decisions
- Uncover new opportunities
- Improve retention and engagement
Unlock the power of your client data with never-before-seen insights to make more informed business decisions.
90% |
of eMoney users improved business processes and efficiency.* |
Utilize insights from your book of business such as top clients by assets held away to know who to target for new revenue and growth opportunities.
80% |
of eMoney clients saw improved AUM since using eMoney.* |
Tailor your client experience and know which clients need more attention with visibility into client activity and client engagement.
81% |
of users saw improved client retention as a result of using eMoney.* |
Interested in learning more about our products?
Check out our products page so you can see how to take advantage of Advisor Analytics at your firm.
* eMoney ROI Survey – December 2023, n=701
