What is eMoney?
The app offers a comprehensive wealth management platform that enables financial advisors to provide tailored services to their clients. It features an intuitive interface, seamless integrations, and a diverse range of financial planning tools to address the varied needs of clients throughout their financial journey. The platform's scalable and planning-centric design empowers advisors to engage clients meaningfully, manage their practice efficiently, and drive business growth
Highlights
- Intuitive interface for easy navigation and client engagement
- Robust integrations with external financial systems
- Diverse financial planning options to cater to clients' diverse needs
- Planning-centric platform design to support advisors across the client lifecycle
- Scalable technology to accommodate practices of different sizes
- Efficient practice management capabilities to streamline operations