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Essential Technology for Your Evolving Client Relationships

Create a more efficient, client-centric business with a Free Trial of emX Select!  

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.

 

An unmatched client experience to support your relationships

Automatically updated client account information

Optimized workflows between essential Fin-tech

An agile platform to help you scale

 


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Innovative Client Website

Deliver the tech-driven experience your clients crave with a personal financial management website. Here, clients can organize their entire financial picture in one place and see up-to-date account balances, current net worth, important documents, and more in just a few clicks. It’s available anytime, and from anywhere, on a desktop, smartphone, or tablet.

 

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Powerful Aggregation

Our built-in aggregation tool displays client asset and liability information, even held-away assets, from hundreds of financial institutions. Each day, accounts automatically update so you’re always working with the best data available.

 

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Seamless Integrations

Place all the data you need right at your fingertips with integrations to your favorite financial apps and software. Now, you can streamline your workflow and spend more time strengthening your client relationships. Integrations offer unique functionality, with most featuring bi-directional data flow, single sign-on capabilities, client imports, auto-link accounts, and more!

 

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Freedom to Scale

Reach a new level of control and convenience over the financial technology you use every day. In this fully integrated platform, you can share data across multiple wealth management solutions. That helps you scale our emX Select technology across your entire business quickly and easily.

 

 

Additional Features Include

 

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  • Unlimited document storage: Access important client documents and statements from anywhere.

  • Screen sharing: A hassle-free way to meeting clients virtually, wherever web access is available.

  • Spend monitoring and tracking: Tools that help clients stay within their budgets and on track with their important goals.

  • Award-winning customer support: We’re only a phone call or email away!

 

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