Appix Mortgage vs. eMoney Advisor

Financial planning provides clients with benchmarks for achieving their financial goals regardless of whether their needs are simple or complex. The client portal allows clients to access their data through an efficient and transparent process, which helps strengthen the relationship between client and firm. The account aggregation software gives clients a complete picture of all transactions and details.

Incentivized

• Account Aggregation
• Investment Goals
• Social Security Analyzer

Incentivized

• More concise reports
• Better account aggregation software
• Better communication with staff on updates

Incentivized

Better dashboard for Advisors to uncover insights and new investment possibilities and monitor investment allocation strategies that take actions to improve clients' retirement success. The system allows the firm to be more intuitive with integrations, providing the firm the ability to work more efficiently with less downtime compared to the other systems we evaluated

Incentivized

• Client referrals
• Clients willing to invest new money
• Stronger bond between client and firm

Incentivized