RADNOR, PA — eMoney Advisor, renowned for its financial planning technology, announced the standalone availability of eMoney Aggregation at the recent 2024 eMoney Summit. This new offering aims to enhance client experiences by allowing financial firms to leverage eMoney’s established data management capabilities.
Ricky Illigasch, vice president of product management at eMoney, emphasized the strategic move to offer aggregation as an independent solution. “Aggregation has been a key capability within our platform for many years, and we continue to invest in the experience that we provide,” he said. This capability consolidates financial data from over 12,000 sources into a comprehensive dataset, facilitating more informed planning decisions.
eMoney Aggregation is designed to empower firms to create personalized client experiences while benefiting from eMoney’s robust service and data security measures. Illigasch highlighted the demand from enterprise partners for a reliable aggregation solution that excels in service, connection stability, and data privacy. “We hear from our enterprise partners that they are looking for an aggregation solution that offers exceptional service and accountability,” Illigasch remarked.
The new service promises several advantages, including increased productivity through stable connections and accurate data, enhanced security to protect client information, and valuable insights to help grow assets under management. Additionally, it offers improved onboarding and workflow processes through a more integrated experience.
Since 2009, eMoney’s aggregation has powered the planning experience for over 109,000 financial professionals, with an impressive 90% reliance on secure APIs. The firm has also improved service efficiency, reducing service tickets by 70% over the past five years.
eMoney Aggregation is now available for firms seeking to integrate it into their proprietary web and mobile platforms, promising a new era of client engagement and data management.
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