Welcome to EMS!
Client and Financial Management Software that’s
Powerful, Practical and Proven.
Helping Guardians, Fiduciaries and related professionals manage client information with clarity, security, and efficiency—driving accountability and profitability.
Learn more about EMS features, reports, and customization options!
EMS is the all-in-one client and fiduciary management software designed for compliance, accountability, and efficiency. It is an out-of-the-box application that fits like custom software. Secure, intuitive, and comprehensive, it streamlines documentation, financial oversight, client management and reporting—ensuring professionals stay organized, productive, and protected.
See EMS in Action
Our free webinar and 30-day trial give you the tools, guidance, and personal support to see how EMS can work for you. Experience the difference, ask questions, and see why our powerful, practical, proven approach has helped professionals like you work smarter, not harder.
1. Take the Next Step Now - Learn More in an Online Webinar
Click Contact Us, and select “Join a Webinar” or “Request a free Demo” from the drop down. Then, complete the form and submit. We'll contact you with all the information you need to begin exploring EMS right away.
Webinars provide a guided tour of the EMS application in an interactive format. To get the most out of your 30-day free trial, we strongly recommend attending a webinar prior to diving into a demo account.
Webinars provide a guided tour of the EMS application in an interactive format. To get the most out of your 30-day free trial, we strongly recommend attending a webinar prior to diving into a demo account.
2. Already Attended a Webinar - Open a Demo Account Today
Click launch your free Demo. Complete the fields marked with a red asterisk and click Register to receive account info and login instructions via email. Enter up to 3 clients in your EMS Demo to test real world examples during your trial. Use the login for up to 30 days to explore the application and experience what EMS can do for you!
SEM Software |
Service & Support |
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Client Data Management
Financial, Legal, & Medical
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Software as a Service (SaaS)
Monthly subscription service
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Contact & Relationship Management
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Industry Specific & Customizable
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Case Notes & Billing
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Affordable Rates for offices of all sizes
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Reporting & Analytics
Court Reports
Ad-hoc reports & Forms |
Implementation Packages available
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Checklists & Assessments
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24/7/365 Access & Reliability
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Task & Workflow Management
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Integration Capabilities
Import, Export & APIs
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