eMoney Features

As reported in 14 eMoney reviews. Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis 14 reviewers of eMoney have provided feedback on this feature.

Contains a client portal for clients to access their This feature was mentioned in 14 eMoney reviews.

Carries out investment accounting This feature was mentioned in 14 eMoney reviews.

Based on 14 eMoney reviews. Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations 14 reviewers of eMoney have provided feedback on this feature.

Creates customizable reports utilizing market performance data 10 reviewers of eMoney have provided feedback on this feature.

Aggregates financial market data from third party sources or integrates with solutions that do 13 reviewers of eMoney have provided feedback on this feature.

Integrates with accounting solutions 13 reviewers of eMoney have provided feedback on this feature.

Based on 13 eMoney reviews. Provides real time risk management assessment tools

As reported in 38 eMoney reviews. Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform This feature was mentioned in 37 eMoney reviews.

As reported in 35 eMoney reviews. Automates some or all operation related tasks

Based on 36 eMoney reviews. Provides users with a pre-built library of useable content

Contains tools to visalize data sets or workflows This feature was mentioned in 38 eMoney reviews.

Provides a robust external interface for integrating data, logic and workflows with other software applications. This feature was mentioned in 36 eMoney reviews.

Provides pre-built or customizable performance reports This feature was mentioned in 37 eMoney reviews.

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