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.
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
