Financial Planning Software for Financial Advisors

Solutions That Put
You at the Core of
Advice

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm.

Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex.

Solutions For Advisors Solutions For Enterprise

Two women discussing finances infront of a computer

Don't Just Take Our Word for It

See how our clients are using eMoney to scale financial planning across their firms, elevate the client experience, and grow their businesses.

VIEW OUR CASE STUDIES

“To truly scale our financial planning services, our advisors needed the freedom to deliver both basic and advanced plans. eMoney allows our team to adapt the planning experience to meet a wide range of client needs, while empowering clients of any age to own their financial decisions today, tomorrow, and in the years to come. ”
Max Winthrop CEO, Winthrop Wealth Management

“A big portion of our value proposition is eMoney. We believe that when we are better, our clients’ lives are better. And the best tool we found to do that is eMoney. It helps our clients to truly make informed financial decisions. ”
Greg Furer CEO, Beratung Advisors

“We’re elevating the conversation around planning in eMoney. eMoney is core to our planning process, as well as to our overall client engagement strategy through the portal. I’m excited for what the future holds. ”
Elizabeth Kesselman Vice President, Adviser Investments

“eMoney is a relationship builder, and the fact that it is intuitive and user-friendly makes a world of difference. ”
Becky Walen AFC^®, CFP^® Financial Planning Lead, Bell Bank