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  • 4.8 / 5.0 (797)
    6+ References
  • 4.8 / 5.0 (713)
    6+ References
  • 4.8 / 5.0 (1626)
    38+ References

eMoney Case Studies

  • Life Planning Partners Elevates the Client Experience with eMoney

  • DVI Develops a Personalized & Interactive Client Experience by Leveraging eMoney’s Client Portal

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  • Reference Rating
    4.7 / 5.0
    Customer References6 total
    About

    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.

  • Reference Rating
    4.7 / 5.0
    Customer References6 total
    About

    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.

  • Reference Rating
    4.7 / 5.0
    Customer References38 total
    About

    Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. They provide leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community - driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime.

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