If you're not offering your clients a best-of-class digital experience,
someone—or something—else will.

Introducing the New Client Experience...


See How Your Experience Stacks Up
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Connect your clients' financial decisions to the people and things that matter most.

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It's just the latest way eMoney can help you stand out.

Clients expect a dynamic and comprehensive relationship with their financial advisor. They also expect cutting-edge technology.
Deliver both with eMoney’s new client portal, and standout as the primary trusted advisor.

Check Out our Recent Addition: New Client Site Organizer

Featuring

 

An intuitive user interface and modern, easy-to-navigate design.

 

A personalized, goal-centric approach that brings focus to your clients’ priorities.

 

An easy self-registration and automated on-boarding workflow to simplify the process for your clients--and for you.