eMoney consolidates hundreds of billions of dollars in assets for hundreds of thousands of clients. Holdings are actively being updated from 1,900 institutions nightly, and the system plays a major role in the life of firms in three countries and all fifty states.
In a manner unparalleled by any other system, eMoney has helped advisors increase assets under management, identify product opportunities, and win the confidence and loyalty of the clients they serve.
eMoney’s technological advances continue. What also continues is the defining principle of its existence: unwavering dedication to helping advisors and their clients achieve success.