Wednesday, February 26 | 1:00 p.m. ET Learn nine tactics for digitizing your client experience for engagement, scalability, and growth.
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.
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
“eMoney is a key solution for us because we’re very planning-focused, and we’re very consultative in our process. It’s an important part of how we deliver our services. eMoney is the cornerstone of our wealth management offering and our growth strategy. ”Martine Lellis CPA®, CFP®, COO, Sullivan Bruyette Speros & Blayney
“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
Check out eMoney’s Resource Center. From best practices to thought leadership and everything in between, we’ve got you covered.