What are the unique benefits of eMoney 360?
eMoney 360 pairs needs analysis with a complete client experience. The system utilizes best of breed technology to reduce the amount of time that advisors spend servicing accounts – sending notifications and dealing with paperwork – so they can focus on providing advice to clients. This streamlined functionality actually makes it perfect for handling more accounts, since they often require just as much time for administration as those of the high net worth clients.
