Maximize your value.

Introducing emX, the most advanced planning and practice management tool in the industry.

Give your clients access to a first-class PFM experience.

Help your clients organize their financial life with their own digital wealth management portal. Custom branded for your business to keep them connected not only to their finances, but also to you.

Dashboard

A consolidated view of everything they own and everything they owe, updated daily.

Spending

Track spending habits, monitor cash flow and help your clients stay on the right financial path.

Budget

Set budgets and keep track of progress as your clients work to reach their savings goals.

Investments

Interactive charts and detailed summaries increase knowledge of their financial accounts.

Workshops

Help your clients understand the impact of their financial decisions and make their goals a reality.

Education

An extensive library of videos, articles and other resources to increase your clients' financial knowledge.

The same great features... on the go.

Your clients have access to their personal financial website from wherever they are and on any device they choose.

Organizer

The insight you need to develop a plan in minutes—our intuitive organizer helps clients consolidate their important account information.

Aggregation

A consolidated view into all their accounts gives you and your clients a complete financial picture, updated in real-time.

Custom Branding

Add your own logo, name, and contact information to keep you and your brand on the top of your clients' mind.

Alerts

Email and mobile alerts empower your clients to be actively involved in their wealth management process.

Vault

Unlimited access to secure electronic document storage keeps your clients' most valuable records safe and accessible.

Screen Sharing

Deliver your expertise and strengthen your relationships from anywhere in the world without the hassles of third-party software.

Success Stories from Our Advisors

Katrina Hayes
TCA Financial Group

“eMoney provides asset allocation and retirement analysis that clients can easily understand.”

Ryan Marini
Boston Premier Wealth

“The eMoney software has positioned us as the primary planner for all our clients' decisions. It has provided true value above and beyond our traditional investment and planning reviews of the past.”

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