MeridianLink InsightMeridianLink
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eMoneyeMoney Advisor
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Related Products
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About
MeridianLink® Insight is a turnkey data intelligence solution that leverages big data technologies to instantaneously retrieve and visualize data from MeridianLink platforms. The intuitive design and flexible reporting dimensions enable any user to analyze data, no programming skills, expensive R&D, exhaustive master data management exercises, and high-risk IT processes needed—just impactful insights.
Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
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About
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Banks and credit unions looking to elevate their business through data intelligence.
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Audience
Financial advisors that need a CRM solution to improve and manage all their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMeridianLink
Founded: 1998
United States
www.meridianlink.com/products/insight/
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Company InformationeMoney Advisor
Founded: 2001
United States
www.emoneyadvisor.com
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Categories |
Categories |
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Business Intelligence Features
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
CoinTracker
MeridianLink Collect
MeridianLink Consumer
MeridianLink Engage
MeridianLink One
MeridianLink Opening
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
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Integrations
CoinTracker
MeridianLink Collect
MeridianLink Consumer
MeridianLink Engage
MeridianLink One
MeridianLink Opening
MoneyGuide
Morningstar Advisor Workstation
Nitrogen
Plus & Minus
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