Transforming Financial Planning with eMoney Enterprise Solutions
eMoney Enterprise offers a comprehensive suite of solutions designed to elevate your business to new heights. By leveraging Enterprise solutions, you can scale holistic financial planning, harness the power of data across your organization, and deliver unparalleled technology experiences. These tools empower your advisors and clients, creating personalized experiences that drive business growth.
Benefits of eMoney Enterprise Solutions
Using eMoney Enterprise, 80% of users have reported increased ability to attract new clients through interactive and engaging experiences. Additionally, 92% of users have seen improvements in business efficiency by efficiently building plans, saving valuable time, money, and resources. The software offers APIs for a highly configurable solution that enables seamless integration, synchronizing data between eMoney and other platforms for streamlined workflows and enhanced productivity.
Maximizing Business Growth with eMoney Enterprise
Partnering with eMoney, a seasoned leader in enterprise financial planning software, ensures access to expertise in scaling tech solutions for organizations of all sizes. With over 20 years of experience, eMoney has a proven track record of delivering positive ROI, with 83% of users experiencing this within a year. The platform has also contributed to an 80% increase in AUM for clients since adoption, highlighting its ability to drive business growth and success.
Enhancing Financial Data Visibility and Productivity
With eMoney aggregation, users can obtain a comprehensive view of financial data either within the eMoney platform or as a standalone solution. This feature allows for the identification of opportunities to increase AUM by accessing assets held away, providing accurate and timely insights to personalize plans and expand the share of wallet. Moreover, eMoney's stable connections and efficient service resolution help maximize productivity, ensuring a seamless user experience.
Comprehensive Services and Support
eMoney's Enterprise offering includes robust services and support to assist users in optimizing their financial planning capabilities. From onboarding and training with eMoney experts to client support available during business hours, users have access to the necessary resources to maximize the platform's potential. Professional services such as data entry, plan development, and consultative services are also available when needed, ensuring a comprehensive support system for users.