We Won!

eMoney celebrates two big wins at the 2017 Wealth Management Industry Awards.

Where Innovation Meets Advice

Your deep-rooted expertise. Our innovative wealth management technology. One unwavering dedication to helping you and your clients succeed.

FOR INDEPENDENT PRACTITIONERS

An agile wealth planning platform that grows with your needs.

FOR FIRMS & ENTERPRISES

Flexibility and choice to support a range of technology needs across organizations.

A Shared Vision, Unlimited Potential

Invest in a technology partner with the experience to help you transform the way you deliver scalable advice and build collaborative client relationships.

A PLATFORM FOR SUCCESS

Don’t settle for a piecemeal solution. Our comprehensive, integrated wealth management platform supports your business goals holistically.

PLANNING AT THE CORE OF ADVICE

We’re talking planning goals, not products and gains.  Build trust on a platform designed to keep planning at the foundation of the experience you deliver.

A CATALYST FOR GROWTH

Get growing with a technology solution that supports scale, drives revenue, and minimizes risk within your practice or firm.

Relationships2

Step up your relationships game with solutions proven to promote collaboration, build trust, and provide the extra TLC your clients crave now more than ever.

FUTURE FORWARD THINKING

Thinking ahead is what we do best. Count on our commitment to continuous improvement and innovation to meet your tech needs today and tomorrow.

A PLATFORM FOR SUCCESS

Don’t settle for a piecemeal solution. Our comprehensive, integrated wealth management platform supports your business goals holistically.

PLANNING AT THE CORE OF ADVICE

We’re talking planning goals, not products and gains.  Build trust on a platform designed to keep planning at the foundation of the experience you deliver.

A CATALYST FOR GROWTH

Get growing with a technology solution that supports scale, drives revenue, and minimizes risk within your practice or firm.

Relationships2

Step up your relationships game with solutions proven to promote collaboration, build trust, and provide the extra TLC your clients crave now more than ever.

FUTURE FORWARD THINKING

Thinking ahead is what we do best. Count on our commitment to continuous improvement and innovation to meet your tech needs today and tomorrow.

Why Settle for a Technology Provider

When You Can Have a Technology Partner?

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Advisors Say Some Nice Things About Us

READ CASE STUDIES

"Thanks to eMoney, we get 5-7 phone calls a week from new people who have been referred to us, who have heard of us and who want me to be their financial advisor."

PATTI BRENNAN, KEY FINANCIAL

"This software has helped me scale my practice as we continue to add more clients and AUM."

KEVIN BAUER, BCI CAPITAL MANAGEMENT
FROM THE BLOG

The Smart Office of the Future

Smart technology makes our lives easier and more convenient. See what smart tech you might use in your office in the near future

RESOURCES

The Financial Advisor's Digital Marketing Playbook

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NEWS

eMoney Announces New Product Suggestion Tool Powered by CapitalROCK

For the first time ever, eMoney clients will soon have the capability to generate unbiased product suggestions from within their platform.