eMoney Features

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Contains a client portal for clients to access their

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Automates some or all operation related tasks

Provides users with a pre-built library of useable content

Contains tools to visalize data sets or workflows

Provides a robust external interface for integrating data, logic and workflows with other software applications.

Provides pre-built or customizable performance reports

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting