Data aggregation that creates exceptional client experiences and positive ROI for financial firms

See why eMoney is ranked #1 in Data Aggregation.¹

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Successful account aggregation is paramount to an efficient, revenue-generating planning experience. But for far too long, firms have had to justify lost connections, data breaches, and miscategorized data in the aggregation industry. At eMoney, we feel its time for firms to have confidence in their aggregation provider.

eMoney is excited to announce that we now offer our industry-leading, proprietary data aggregation as a standalone service.

The benefits of eMoney Aggregation:

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Insights needed to grow AUM and increase wallet share.

Protection from security breaches and safeguarding of client data privacy.

Increased productivity with stable connections and accurate information.

Dedicated support that ensures fast response and service resolution.

Industry-leading Data Aggregation from eMoney

Grow Your Business

eMoney provides greater depth and accuracy of data to grow AUM and enhance the client experience.

Data is refreshed nightly
Transactions categorized with 90% accuracy—higher than leading competitors
Machine learning brings important insights to the forefront
Actively aggregating data from 12,000+ institutions

Keep Your Business Running Efficiently

eMoney is committed to stable connections and continual enhancements to improve your aggregation.

90% of accounts aggregated via APIs or Direct Feed for greater stability
Response time within 24 hours and issues resolved within 2 weeks—faster than leading competitors
"Report a Problem" function provides convenient reporting
Extraordinary (8.0+) average user rating¹

Secure Your Business

Data security and privacy for you and your clients are top priorities for eMoney.

SOC 2 Type 11 compliant for more than 10 years
Top-tier cybersecurity reputation ratings protected by Akami for internet-based security protection
Proactive vulnerability testing through the Bug Bounty Rewards Program
eMoney has never sold client data—and never will

We're with You All the Way

Award-winning Service and Support

Convenient Reporting

Client Support

Proactive Resolution

Submit a ticket at your convience using the "Report a Problem" function in the eMoney Connections console.

Get live support from our team of eMoney experts, available Monday through Friday via phone or chat, 8 a.m. to 8 p.m. ET.

We monitor the health of our data sources. On average, we know of a connection issue 4-6 hours before our customers.

Industry Recognition

Our commitment to helping people talk about money, our unparalleled client service and support, and our culture of innovation empower eMoney and our team members to consistently receive industry recognition.

"eMoney is a big differentiator from our competitors. There aren't a lot of people who do holistic planning the way we do it. We're looking at everything."

– Donna Murray, CFP®, ChFC® at SouthState Wealth, a division of SouthState Bank

Interested in eMoney Aggregation?

Request a Consult

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¹2024 T3 Technology Survey

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