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eMoney Enterprise

No matter the size or scope of your firm, eMoney has product and pricing options that can meet your unique business needs.

  • Customized firm and client experiences
  • Scalable financial planning tools to meet mass-market needs
  • Flexible configuration options
  • Powerful account aggregation
  • Deep third-party integrations
  • Award-winning customer service, training & success coaching at scale
  • Dedicated relationship managers

See below for a list of release dates of our featured products. 

 

New enterprise-focused products:

 

  • OFFICE ANALYTICS

    Robust analytics and reporting at office level, providing access to firm-wide insights, turning data into decisions that produce business opportunities.
    Launch Date: November 2016 with ongoing enhancements; available now

  • ADVISOR ASSURANCE

    Office-level compliance to provide firm-level decision makers the oversight and insight needed for long-term and scalable growth.
    Launch Date: April 4


  • DIGITAL ADVICE

    Leveraging the recently launched features of self-registration and automated onboarding, advisors and firms with Fidelity brokerage integration enabled can offer account opening and management through AMP, co-developed with Fidelity. Launch Date: Q3 2017

  • ADVISOR BRANDED MARKETING

    A marketing toolkit offering custom-branded, automated marketing campaigns to generate and nurture client networks.
    Launch Date: Q3 2017


  • API InTEGRATION

    An open API strategy to enable greater freedom and flexibility through integration. Launch Date: Q4 2017

  • SIMPLIFIED PLANNING

    A new planning tool that takes a goals-based approach to meet the basic needs of more investors. Launch Date: Q1 2018

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 Have questions?

Give us a call at 1-888-362-4612. 
Our representatives can provide additional details regarding all that we do for enterprises.

Learn More about eMoney Enterprise