Client Experience

Driving Complete Client Satisfaction and Loyalty through Technology

Clients today want immediate access to information in an engaging online environment that offers rich content, robust analytics, and mobility. With Founders EMS, you can empower your client with the tools they need to achieve their financial goals. It’s the perfect self-service tool to keep your clients focused on their dreams— and tied to your business—every day of the year.

The EMS technology partners chosen to create an unparalleled client experience include the following:

  • eMoney: An intuitive portal that provides clients with the ability to track and manage all of their assets and account balances, including those not held by your enterprise. eMoney integrates with:
    • Ebix SmartOffice (Client Management)
    • Office 365 (Client Management)
    • Morningstar Advisor Workstation (Research, Education & Marketing)
  • Morningstar Client Web Portal (CWP): Client web portal with 24/7 access to investment accounts held and managed by your firm. Morningstar CWP integrates with:
    • Ebix SmartOffice (Client Management)
  • Precise FP: A web-based application that allows the you to receive, modify, export/import, and archive your client data in the most efficient manner. Precise FP Integrates with:
    • Ebix SmartOffice (Client Management)
    • Office 365 (Client Management)
    • LaserApp (Operations & Compliance)
  • Riskalyze: Empowers you to capture a quantitative measurement of client risk tolerance, analyze portfolio risk and quantify suitability.

    As an advisor, you’ll benefit as well – with an extension of your brand, deeper client relationships, stronger client loyalty, and greater client participation in the achievement of financial goals.

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