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eMoney Case Studies

  • MAI Capital Management Promoting Growth with a Consistent and Scalable Planning Experience

  • Bell Bank Grows 75% of New Assets on Their Trust Platform with Financial Planning

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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 …

  • EuroNetting
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    4.8 / 5.0
    Customer References 4 total
    About

    EuroNetting is a consulting and technology company specializing in the design and hosting of highly customizable web-based multilateral netting and associated services. In addition to EuroNetting's core multilateral netting service, …

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