Aggregation
Connect accounts from thousands of financial institutions across the country to power your planning experience.
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Instill confidence with a complete view
Compiling an all-encompassing source of financial data helps you address the comprehensive needs of clients and provides valuable insights to grow your business.
Thousands of reasons to rely on our aggregation
- Save time, build trust
- See the big picture
- Elevate your client experience
Spend less time entering and managing data with direct data feeds to the financial institutions your clients use most—ensuring the data fueling your advice is accurate and up to date.
12,000+ |
sources of data are aggregated by eMoney. |
eMoney account aggregation provides a comprehensive look at assets both managed and held away, so you can fast-track your plan to become your clients’ primary, trusted advisor.
Learn how Horizon Financial Group keeps clients engaged by showing them all their holdings in one place.
Enable clients to quickly and easily add their data, confirm accuracy, and view a full picture of their financial situation at any time.
94% |
of users say their clients are more satisfied because of eMoney and 81% saw improved client retention.* |
Interested in learning more about our products?
Check out our products page so you can see how to take advantage of this feature at your firm.
* eMoney ROI Survey – December 2023, n=701
