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  • Advanced Analytics

    POWERING YOUR DECISIONS

With never-before-seen insights into your business, you can make better decisions, as an advisor, support user or even at the office-level, that influence the experience you offer to drive efficient results.

Advisor Analytics Pro FOR ADVISOR + SUPPORT STAFF
Office Analytics FOR OFFICE MANAGERS

See, Understand, and Act on your Business Data with Advisor Analytics Pro

Advisor Analytics Pro helps you identify even more hidden opportunities so you can grow your business.

$54/Month per advisor for Advisor Analytics Pro

  • Fully Customizable Dashboard

  • New Charts to unlock hidden opportunities

  • Filtering capabilities to dive deeper into your business metrics

    • Know Your Business

      View your clients by age group or assets held away so you can identify where to focus your efforts.

    • Identify Trends

      Monitor your growth with the ability to see Over Time metrics, including Clients & AUM over time.

    • Enable Conversation with Clients

      Help spark your next client meeting conversation. See when your client last logged into their website.

    • Turn your Data into Decisions 

      In seconds, see how many client websites you’ve launched so you can reengage clients who'd benefit from their own personal portal.

    • Comply with DoL Standards

      Easily monitor and breakdown your entire client base to identify gaps in service. See all clients with retirement assets to determine who is impacted by DoL. More fiduciary metrics coming soon!

    • Get on the Same Page with your Team

      With new access across all support roles, advisors, planners and assistants can view your business as a whole. Consolidate and customize your dashboard to collaborate on opportunities and offer a superior client experience.

       

Advisor Analytics Pro is the latest from eMoney to deliver advisors a more consolidated view of their business to improve strategy and provide greater value to their clients.