Support Your Expert Advice with Fundamental Planning Tools
Discover how technology reinforces your recommendations with a Free Trial of emX!
emX provides basic, collaborative planning capabilities to support your expertise and help clients make more informed financial decisions. Each tool is easy-to-use, easy-to-follow, and easy-to-present, giving you more time to build trust in your client relationships.
Powerful Planning Made Simple
Here are a few of the basic planning features that emX offers.