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eMoney Features

What are the features of eMoney?

Platform Additional Functionality

  • Dashboard
  • Cloud

Platform Content

  • Automation
  • Content Library

Platform Data

  • Visualization

Platform Interoperability

  • API

Platform Performance

  • Reporting

Filter for Features

Functionality

Customizable Reporting

Creates customizable reports utilizing market performance data

Not enough data

Market Analytics

Conducts detailed financial market performance analysis

Not enough data

Client Portal

Contains a client portal for clients to access their

Not enough data

Investment Accounting

Carries out investment accounting

Not enough data

Real time

Maintains a real time view of assets and positions

Not enough data

Compliance

Contains a real time view of investment compliance operations

Not enough data

Customizable Reporting

Creates customizable reports utilizing market performance data

Not enough data

Integration

Data aggregation

Aggregates financial market data from third party sources or integrates with solutions that do

Not enough data

Accounting Integration

Integrates with accounting solutions

Not enough data

Risk Management

Provides real time risk management assessment tools

Not enough data

Platform Additional Functionality

Dashboard

Has a centralized dashboard for users to interact with This feature was mentioned in 21 eMoney reviews.
89%
(Based on 21 reviews)

Cloud

Based on 20 eMoney reviews. Provides a cloud based version of the platform
90%
(Based on 20 reviews)

Platform Content

Automation

As reported in 18 eMoney reviews. Automates some or all operation related tasks
82%
(Based on 18 reviews)

Content Library

Based on 19 eMoney reviews. Provides users with a pre-built library of useable content
85%
(Based on 19 reviews)

Platform Data

Visualization

Contains tools to visalize data sets or workflows This feature was mentioned in 21 eMoney reviews.
94%
(Based on 21 reviews)

Platform Interoperability

API

Based on 19 eMoney reviews. Provides a robust external interface for integrating data, logic and workflows with other software applications.
79%
(Based on 19 reviews)

Platform Performance

Reporting

Provides pre-built or customizable performance reports This feature was mentioned in 20 eMoney reviews.
86%
(Based on 20 reviews)