Build your business without breaking the bank.

Regardless of your business model, eMoney Advisor offers solutions to take you to the next level.


per user/month*

The all-in-one solution with the industry's most robust interactive and advanced planning capabilities.


per user/month*

All of emX Select's capabilities plus analytics and an unmatched interactive planning experience.


per user/month*

Combine eMoney's leading client experience with a fully-integrated application dashboard.
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Product Comparison

Alerts and Alarms
Third-Party Integrations
Screen Sharing
Unlimited Document Storage
Client Website
Mobile Web-App for Clients
Needs Analysis
Advisor Analytics
Goal Planning
Decision Center (Cash Flow Planning)
Distribution Center (Estate Planning)
Advanced Planning
Investment Planning
Retirement Income

Communicate your value - Available to eMoney licensed users for $100/month. Learn more.

Hosted Weblinks for your website and email signature
HD Desktop Presentations simplify how you deliver your expertise
Professional On-Demand Printed Materials add a polished, professional touch to your marketing efforts
Targeted Market Videos help you target your message to Business Owners, Physicians, Women, Executives, Attorneys, Athletes, and more
Custom Logo Animation brings your brand to life
Celebrity-Narrated Videos give the appearance of big-time marketing resources without requiring the big-time marketing budget
Client Site Interactive Presentations fully engage your clients in the planning process
Customizable Advisor Presentations help establish your credibility
Interactive Presentation Calculators help you demonstrate the impact of financial decisions
Compliance Approved by many of the largest broker dealers and insurance companies
* Actual monthly payment subject to adjustment based on subscriber’s broker dealer affiliation.
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