Client expectations
are evolving.
You should be too.

eMoney Advisor builds technology that redefines the way financial advisors deliver advice and build relationships.

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Taking FinTech to Fiduciary Tech

See how eMoney is bridging the gap between planning tools and compliance software to help fiduciary-focused advisors in a post-DoL world.

New! Advanced Analytics

With never-before-seen insights into your business or firm, including client website visibility and top clients or advisors by Assets Held Away and Under Management, firm managers, advisors and their support staff can make better decisions that influence the experience they offer their clients, uncover hidden opportunities, and grow their businesses.

Don't just take our word for it.

Top Financial Advisors are using eMoney to redefine success for their business.


of advisors say that eMoney's tools have helped them
their business.


of advisors reported a 10-40% growth in revenue and
profits with eMoney.


of advisors polled indicated that eMoney has helped increase prospecting and new
business generation.


of users cited that eMoney has helped reduce business costs.

"eMoney's new planning tool is a game-changer for my business."

Ron Carson, Founder & CEO
Carson Wealth Management Group

"This software has helped me scale my practice as we continue to add more clients and AUM."

Kevin Bauer, President
BCJ Capital Management

"Thanks to eMoney, we get 5-7 phone calls a week from new people who have been referred to us, who have heard of us and who want me to be their financial advisor."

Patti Brennan, President
Key Financial, Inc.

"The eMoney experience has been great for our clients. It has enhanced our business and improved our relationships with our clients."

Michael Bree, President
Pillar Wealth Advisors
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