YOUR CLIENT PORTAL
We offer our clients a real-time, on-demand financial experience
Account Aggregation & Organizer
Connect all of your clients’ accounts for a consolidated view of their complete financial picture.
Financial Goal Tracking
Allow clients to easily add, personalize, and track progress toward their financial goals.
Unlimited Document Storage
Allow clients to safely store all their important files and access them from anywhere directly through eMoney.
Self-registration and Onboarding
Empower clients to take control of their privacy and data with Client Portal self-registration, followed by an automated and intuitive financial fact-gathering workflow.
Spending and Budgeting
Clients can create budgets and track spending automatically through their portal.
Mobile Web-Access for Clients
Give clients access to their portal whenever they want, from wherever they want.