Reach Peak Business Performance
and Never Look Back
See how eMoney can simplify your clients' financial lives, streamline the financial process and maximize your value.
Here are a few features you'll have access to with your 14 day free trial:
With emX Pro’s Decision Center, you can open any scenario and see lifetime cash flow, demonstrate the effects of important decisions, and use advanced planning techniques to illustrate what-if scenarios.
View held away assets and consolidate all your clients’ data in one place, positioning you as your clients’ primary advisor.
With integrations, your favorite financial applications are all in one place, simplifying your day-to-day operations and streamlining your financial planning process.
- An organized, consolidated view of everything clients own and everything they owe.