Aggregation
by eMoney Advisor · Open banking and CDR · Radnor, United States
Account aggregation across institutions
What Aggregation is used for
- Power client planning with connected accounts
- View comprehensive assets managed and held away
- Keep clients engaged by showing holdings
About eMoney Advisor
Financial planning software for advisers with a client portal, account aggregation and practice analytics.
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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
- Advisor Analytics: Practice and engagement analytics
More in this category: Open banking and CDR software.
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