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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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advisor analytics

Easily view important data

Taking action and building strategies is simple when you have the right information at your fingertips.

Advisor analytics helps to…

Unlock the power of your client data with never-before-seen insights to make more informed business decisions. 


of eMoney users improved business processes and efficiency.*
Advanced Analytics customizing dashboard

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. 


of eMoney clients saw improved AUM since using eMoney.*
top clients by assets held away

Tailor your client experience and know which clients need more attention with visibility into client activity and client engagement. 


of users saw improved client retention as a result of using eMoney.*
Office Analytics Details

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

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