Essential Technology for Your Evolving Client Relationships
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Today, clients expect more transparency, more access, and more control over their financial lives. emX Select helps you meet those expectations head-on with an unmatched advisor-client experience. Within one platform, we combine our Advisor Dashboard and Client Portal – without our planning capabilities – to give you a strategic edge.
All the tools you need, none that you don’t
Here are a few of the basic planning features that emX Select offers.