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“When I started using eMoney, all I did for two weeks was play with it. You can’t speak to clients effectively unless you understand the language of eMoney. In order to do so, advisors need to commit themselves to becoming proficient in the platform.”
“eMoney’s Decision Center makes it a lot easier to explain the impact of different decisions to our clients, whether they want to save more, retire later— whatever it might be. When clients can see those different scenarios play out in real-time, they can truly weigh the pros and cons, and how that aligns with their vision for the future.”
Esusu is the leading financial technology platform helping individuals save money and build credit. Founded in 2016, Esusu is at the forefront of paving a permanent bridge to financial access by providing financial solutions for low-to-middle-income consumers. Esusu's groundbreaking rent reporting platform captures rental payment data and reports it to credit bureaus to boost credit scores. This allows tenants to build and establish their credit scores while helping property owners attract tenants, reduce turnover, and improve collections to increase their operating income.
Obsidian Suite is an all in one investor management framework with a proven track record helping hedge fund clients rapidly digitize operations, cut costs, and improve sales cycles. Their modern interface lets clients choose from 4 key suites: Finance CRM, SmartDocs, Investor Portals, and Business Intelligence, while benefiting from the fastest deployments in market. They provide the best in class cyber security, and bank level encryption.
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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