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  • 4.8 / 5.0 (604)
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eMoney Testimonials

  • “If we hire a new planner tomorrow, the playbook shows them exactly how we approach and execute planning in eMoney from the data we input to the outputs we create. It guarantees a consistent and quality experience that will help us maintain our excellent client retention rates."

    Lucas WinthropChief Operating Officer

  • “The evolution of our firm—built around financial planning with eMoney—is paying off. Our team is engaged, our clients are happy, and we’re increasing our referrals. By adapting to the needs of the market, we’re moving toward our long-term goals."

    Max WinthropCEO
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    4.7 / 5.0
    Customer References31 total
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    A leading provider of direct-source, consumer-permissioned verifications, Argyle provides fast, secure and reliable access to real-time data from consumers’ payroll and banking accounts. With Argyle’s automated verification workflows, mortgage lenders, fintechs and tenant screeners save time and money, reduce fraud and compliance risk and deliver superior product experiences. As an authorized report supplier for Fannie Mae’s Desktop Underwriter® validation service and an approved service provider supporting Freddie Mac’s Loan Product Advisor® asset and income modeler (AIM), Argyle empowers mortgage lenders to auto-retrieve paystubs and W-2s, understand consumers’ ability to pay and improve loan quality—all at up to 80% less cost.

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    4.7 / 5.0
    Customer References11 total
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    Auditoria.AI is redefining the Enterprise Finance back-office. Auditoria increases the speed, accuracy, and productivity of finance teams with powerful SmartFlow Skills to automate, analyze, audit, and collaborate across the modern finance organization with cutting-edge AI, Cognitive RPA, NLP, and ML technologies. Transform your finance back office, improve accuracy, and accelerate decision making. Deliver key insights in minutes and minimize errors in critical business tasks. With Auditoria, finance teams regain hours and days of lost time each month. Auditoria enables audit readiness with insights that alert you to accounting and audit infractions.

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    Customer References6 total
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    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 firms, including financial services, insurance, technology, energy (oil and gas), legal, government, and healthcare. Global Relay preserves more than 60 data types within a unified, highly-secure cloud repository. Data types include email, collaboration platforms (e.g. Microsoft Teams, Slack, Zoom), Instant Messaging, Bloomberg®, Refinitiv, social media, text messaging, voice, and trade data.

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