Our powerful account connections allow the eMoney system to aggregate over 1.4 trillion in assets from institutions all over the world. And our recent product updates make establishing and maintaining those connections even easier and more efficient. Now you can spend less time maintaining account connections, and more time advising your clients. Check out our blog to learn more.
2. First Portfolio
Help take care of your clients’ entire family with the latest video in our media hub, First Portfolio. Using the power of hands-on experience, our First Portfolio tool allows you to help clients guide, educate, and monitor their children’s financial behavior by providing them with their very own financial portfolio, managed by you. Take a look at what our CEO, Edmond Walters, has to say about First Portfolio, and get started today by accessing the video on your media hub.