From Plan to Proposal, Faster
Import client holdings from eMoney directly into YCharts to streamline proposal creation. Evaluate performance, risk, and allocation; run stress tests and side-by-side comparisons; and uncover investment opportunities that align with each client’s goals.
With clear visuals and client-ready reports, you can back every recommendation with data and context that builds confidence. This integration helps you move from plan to proposal more efficiently, pending less time formatting and more time advising.
See the eMoney Integration in Action
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