Learn more about how to handle your clients’ most common questions on data aggregation.
            
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Your eMoney Best Practices

Hi First Name,

Data aggregation is the foundation of your clients’ experiences with eMoney. So as clients become more mindful of data security, or run into Connections issues, are you prepared to alleviate their concerns?

Learn more about how to handle your clients’ most common questions on data aggregation, so you can keep them connected as we lead the industry in transitioning to API-based aggregation – a more secure and stable means of aggregating data.

Safe and Responsible Data Aggregation

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Learn more about our data aggregation operations, security, and how to address you clients' questions around the recent investor FINRA alert on the risks of
data aggregation.

How to Keep Clients
Connected

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As the industry begins to transition away from screen scraping clients’ account
data, what can you do to ensure your
clients have a smooth connections experience?

Learn More

Learn More

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Questions? Call us at 888-362-8482 or send us an email

 

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