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.
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.
91% |
of eMoney users improved business process 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.
75% |
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.
85% |
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.