The insight you need to develop a plan in minutes—our intuitive organizer helps clients consolidate their important account information.
A consolidated view into all their accounts gives you and your clients a complete financial picture, updated in real-time.
Add your own logo, name, and contact information to keep you and your brand on the top of your clients' mind.
Email and mobile alerts empower your clients to be actively involved in their wealth management process.
Unlimited access to secure electronic document storage keeps your clients' most valuable records safe and accessible.
Deliver your expertise and strengthen your relationships from anywhere in the world without the hassles of third-party software.
“eMoney provides asset allocation and retirement analysis that clients can easily understand.”
“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.”