Client Management

The Smart Way to Care for and Manage Your Client Data

Founders EMS harnesses some of the best technology available today in order to deliver a suite of client management tools that are guaranteed to bring greater accountability, productivity, and efficiency to your business.

One Location, One Entry

Whether you’re preparing for a client meeting, running reports, or simply logging advisor notes, Founders EMS provides a seamless, single point of entry for the collection of all client data. As a result, your process is more efficient, data is more secure and reliable, and your business is more productive.

And what about prospective clients? With Founders EMS, gone are the days when new clients were sent home to complete a stack of paperwork in order to be brought on board. In this technology driven environment, prospective clients have a fast and secure way to provide their data—accessing an online client questionnaire, at their convenience, that is safe and secure.

The Partners chosen to support the EMS Client Management Experience include:

  • Ebix SmartOffice: A streamlined CRM system which synchronizes your client data, providing an organized, manageable, and collaborative framework for your business. Ebix Smart Office integrates with:
    • eMoney (Client Experience)
    • Precise FP (Client Experience)
    • Office 365 (Client Management)
  • 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 AWS (Research, Education & Marketing)
  • Morningstar Client Management Suite (CMS): Provides 24/7 access to your clients investment accounts held and managed by your firm along with performance reporting capabilities. Morningstar CMS integrates with:
    • Office 365 (Client Management)
    • Ebix SmartOffice (Client Management)
  • Precise FP: Collect client data with a customizable questionnaire and eliminate the need for tedious data entry into multiple systems.
    • Ebix SmartOffice (Client Management)
    • Office 365 (Client Management)
    • LaserApp (Operations & Compliance)
  • Office 365: Move your office suite and server to the cloud! Your business becomes mobile, efficient, paperless, reliable, and accountable.
    • eMoney (Client Experience)
    • Ebix SmartOffice (Client Management)
    • Precise FP (Client Management)
    • Morningstar CMS (Client Management)
  • NETX360: The comprehensive complete solution to track your clients, execute trading, and conduct research. NetX360 integrates with:
    • Morningstar AWS (Research, Education & Marketing)
  • Riskalyze: Empowers you to capture a quantitative measurement of client risk tolerance, analyze portfolio risk and quantify suitability.

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