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

Connect your clients' financial decisions to the people and things that matter most.

Be the first to receive exclusive information, such as screenshots, videos and more below.

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



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.