Cash Flow, Goals, Estate, Investment, Retirement, Insurance, Calculators and more.
200+ printable reports and presentations that can be shared with your clients.
Unlimited secure document storage helps keep your office and your clients organized.
Email and mobile alerts keep you on top of your to-do list.
Attractive and compliance-approved correspondence between you and your clients with an audit trail.
Whether they're across town or across the world, connect with your clients without the hassles of third-party software.
“eMoney has elevated the quality of planning we can do, and therefore boosted what can be achieved, instead of spending so much time in the weeds dealing with less important matters (e.g. market returns).”
“Because of the Decision Center, we were able to demonstrate what changes were needed in order for a client's financial plan to be successful. He is a more satisified client because of this.”