Faster Planning,
More Possibilities
See how CoPlanner helps you spend less time building plans and more time engaging clients, strengthening relationships, and growing your business.
Our extensive financial planning solutions empower you and your clients to take action, see impact, and celebrate wins, together.
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.
94% |
of advisors improved client engagement through eMoney. |
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.
90% |
of users reported improved business process and efficiency with eMoney. |
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.
94% |
of users reported improved client satisfaction with eMoney. |
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.
80% |
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.
When I started, my clients were mainly concerned about cash flow. But in just a few years, their financial situations became much more complex, and eMoney could handle that evolution.”
Eric Roberge, CFP®
Beyond Your Hammock
Product Capabilities
-
Monte Carlo Analysis
Leverage the ability to plan for every possibility and eventuality.
-
Account Aggregation
Bring together all of your client’s financial information to see it all in one place.
-
Client Portal
Build an always-on connection to your clients between meetings, with 24/7/365 access to important updates and documents.
-
Decision Center
Deliver an interactive experience that will uncover the needs and potential pitfalls for every type of client.
-
Plan Summary
Develop a personalized and custom experience that scales with you and your clients’ needs.
Trusted by Top Firms Nationwide
eMoney supports financial organizations of all sizes including leading banks, broker-dealers, and RIAs.
Enterprise
We empower enterprises to expand their financial planning capabilities for clients at every stage of the client journey, to leverage data across their organization through APIs and aggregation tools, and to create customized yet scalable client experiences.
Best practices and thoughtful insights for financial planning professionals
Resource Center
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?
*All statistics on this page are from eMoney, ROI of eMoney Study, December 2023, n=701.
