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Digitize Your Client Experience

 

 

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Engage Clients Meaningfully

Bring your client conversations to life with interactive and collaborative experiences that promote engagement and adoption while deepening understanding and strengthening relationships. Digitize your client experience with eMoney’s comprehensive financial planning approach available for financial advisors and enterprise firms. 

 

ENGAGE WITH INTENT 

 

Take Your Planning Relationships to the Next Level

With the award-winning eMoney Client Portal, financial advisors and enterprise firms can provide clients with a real-time, on-demand financial experience–keeping the advisor at the forefront of digital trends.

 

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Advisor/Client Experience

• Client Portal
• Account Aggregation
• Collaboration
• Spending & Budgeting
• Mobile Access
• Alerts & Tasks
• Screen Sharing
Customizable views of all your relationships

 

 

 

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69%

OF eMONEY CLIENTS 
say their clients are more satisfied because of eMoney

 

 

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77%

OF eMONEY CLIENTS 
say they saw an improvement in attracting new clients since using eMoney

 

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79%

OF eMONEY CLIENTS 
have seen an improvement in client retention since using eMoney

 

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74%

OF eMONEY CLIENTS 
saw an improvement in increased revenue since using eMoney

 

 

Source: eMoney ROI Survey, Tech Validate, March-April 2019, n=343