1. emX Select
Now, your technology works for you – not the other way around. With emX Select, you have seamless, single sign-on access to the industry’s leading financial applications from within your emX site. And by customizing your emX Select Dashboard to include your most regularly used applications, you save valuable time so you focus on better serving your clients. Check out our blog for all our integration news.
Show clients their entire financial picture. With our newly redesigned Reports Center, you’re able to provide clients an even clearer view of their finances. Our collection of 200 printable reports help make sharing your financial advice simple for you and your clients. And with new reports like the income summary report, as well as frequent enhancements, the Reports Center continues to improve the superior wealth management experience you provide clients. Read our recent product update post for our latest enhancements to the Reports Center.