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eMoney Case Studies

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

  • Brandywine Oak Private Wealth Answering the 'What Ifs' to Secure Client Confidence with eMoney

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  • RightCapital Inc
    Reference Rating
    Customer References 4 total
    About

    RightCapital Inc. make financial planning simply sophisticated. They became so engrossed in the question that they began sketching out designs and building financial models right after they got home that …

  • Asset-Map
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    4.8 / 5.0
    Customer References 31 total
    About

    Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional software tools, Asset-Map provides an interactive holistic view of a household’s financial picture that …

  • Global Relay
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    4.8 / 5.0
    Customer References 6 total
    About

    Global Relay is a leading provider of compliant electronic communications archiving, messaging, supervision, information governance, and eDiscovery. their 20,000+ customers in 90 countries include highly regulated organizations and other corporate …

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