Wednesday, July 15 | 2:00 p.m. ET In this live webinar we'll explore how one successful advisor incorporated financial planning into his practice, and saw spectacular results. Learn how you can too.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon
Image of two people looking at a cell phone

Helping people talk about

Curved Image

Solutions That Put
You at the Core of

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.

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.

Speech Bubble Icon
“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. ”
Image of Max Winthrop Max Winthrop CEO, Winthrop Wealth Management
Speech Bubble Icon
“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. ”
Image of Martine Lellis Martine Lellis CPA®, CFP®, COO, Sullivan Bruyette Speros & Blayney
Speech Bubble Icon
“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. ”
Image of Elizabeth Kesselman Elizabeth Kesselman Vice President, Adviser Investments
Speech Bubble Icon
“eMoney is a relationship builder, and the fact that it is intuitive and user-friendly makes a world of difference. ”
Image of Becky Walen Becky Walen AFC®, CFP® Financial Planning Lead, Bell Bank

Sharpen Your Knowledge

Check out eMoney’s Resource Center. From best practices to thought leadership and everything in between, we’ve got you covered.

Twitter Logo

Greg Furer founder/CEO of Beratung Advisors, faced challenges about offering financial planning. Hear Greg recount…