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Planning for Every Possibility

See why 100,000+ financial professionals choose eMoney.

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Our extensive financial planning solutions empower you and your clients to take action, see impact, and celebrate wins, together.

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Because you want to

Help your clients reach their goals

Allow your clients to actively partner with you on their planning. With eMoney, you can easily organize your clients’ data and map out the road to their goals, all while stress testing for risks. 


of advisors improved client engagement through eMoney.
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Because you want to

Improve efficiency

Save time and money with one centralized product. Whether it’s generating reports, updating plans, or reviewing client assets—make quick adjustments, speed up data entry, and increase accuracy with eMoney’s financial planning software. 


of users reported improved business process and efficiency with eMoney.
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Because you want to

Build stronger client relationships

Deepen your relationships by better engaging clients through interactive financial planning tools that build confidence and lead to more productive discussions. 


of users reported improved client satisfaction with eMoney.
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Because you want to

Increase your level of service

Create visualizations of complex topics to answer ‘what-ifs’ and provide clients with a clearer view of the future.


of eMoney users report increased ability to attract new clients through the interactive, engaging experience.

Achieve your goals and theirs with eMoney

We’re here to help you build the plan your clients need, regardless of their financial situations.

Planning Better Together

Join us virtually for the 2024 eMoney Summit this October to explore new ways to personalize and deliver impactful planning recommendations that align with your clients’ unique goals, fostering strong growth and deeper relationships.

Summit 2024

Product Capabilities

  • Monte Carlo Analysis

    Leverage the ability to plan for every possibility and eventuality.

  • Account Aggregation

  • client portal dashboard

    Client Portal

  • Decision Center

    Decision Center

  • Plan Summary

eMoney Logo Plus

A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients.

eMoney Logo Pro

The most comprehensive cash flow-based financial planning solution for addressing clients’ most complex planning needs.

eMoney Logo Premier

Goals-based and cash flow planning tools in a single platform that enables planning for all clients regardless of financial situations.

eMoney Logo Enterprise

Lean on our 20+ years of experience delivering planning-led solutions to financial institutions of all sizes and take your planning business to the next level.


See what’s possible with eMoney

Are you searching for a solution that enables the deep analysis and comprehensive planning functionality necessary to serve the complex needs of your current and future clients?

Request a Demo

*All statistics on this page are from eMoney, ROI of eMoney Study, December 2023, n=701.

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