Advisor Analytics
by eMoney Advisor · Data and analytics · Radnor, United States
Practice and engagement analytics
What Advisor Analytics is used for
- Track client engagement and attention needs
- Identify top clients by assets held away
About eMoney Advisor
Financial planning software for advisers with a client portal, account aggregation and practice analytics.
eMoney Advisor in the vendor registry: its products, features and similar vendors.
Also by eMoney Advisor
- eMoney Planning: Cash flow and goals-based financial planning
- Client Portal: Client-facing portal for planning and aggregated accounts
- CoPlanner: Collaborative planning with clients
- Aggregation: Account aggregation across institutions
More in this category: Data and analytics platforms for financial services.
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