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eMoney Case Studies

  • Winthrop Wealth Management Drives $1.1B in AUM Growth with eMoney

    Earl WinthropFounder

  • Lake Avenue Financial Achieves 3X Growth & Stronger Client Relationships Using eMoney

    Alex ChalekianFounder
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    BancTec is a global leader in financial transaction automation and document management services for organizations seeking to drive efficiency in financial back-office processes. BancTec serves a blue chip client base spanning over 50 countries, with a global team of more than 4,000 employees across 35 offices and operating centers. BancTec uses a common technology platform to deliver reliability, security and consistently high levels of performance.

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    Ormsby Street is a Shoreditch based digital software-as-a-service company which helps small businesses make take control of their money. Their team of high-performing product innovators and software engineers are quietly taking sophisticated financial information and turning it into a next-generation digital tool to help businesses make good decisions about customers, suppliers and themselves, and get paid the money they are owed.

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    Phoenix American has focused on empowering the alternative investment fund industry. The company offers an end-to-end fund operations suite: fund accounting, fund administration, transfer agency, 1099/K-1 production, financial and sales reporting, compliance services, printing, mailing and fulfillment services all specifically designed for alternative investments.

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