Thursday, January 23 | 2:00 p.m. ET Get an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.

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Solutions to Grow and Scale Your Business

You shouldn’t have to worry that your clients are going to outgrow your software. With scalable solutions that meet a broad range of planning needs, you’ll always have the right tool for any situation. Choose a package that aligns to the type of planning you offer today and will keep your clients happy and engaged tomorrow.

Plus

Leverage Foundational Planning’s intuitive, streamlined, goals-based solution to build more planning-led relationships and deliver more plans to more clients

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Pro

Harness Advanced Planning to provide the most comprehensive cash-flow based capabilities to accommodate clients’ most complex planning needs

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Premier

Combine Foundational Planning and Advanced Planning for a truly integrated solution that enables planning for all clients regardless of financial situation, on a single platform

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Looking for anEnterprise Solution?

Your enterprise is unique. Your technology should deliver an experience to match.


For consultation and pricing, call 1-883-916-1516

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Planning for the Financial Life Cycle

Comprehensive financial planning that evolves with your clients' needs.

Foundational Planning

Serve more clients with a streamlined financial plan creation with an easy to follow workflow that delivers an impactful, goals-based client experience.

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Included in Plus And Premier Packages

Advanced Planning

Engage your clients in the planning process and build trust by demonstrating tangible outcomes for complex, real-world scenarios.

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Included in Premier And Pro Packages

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A Technology Platform That Accelerates Your Success

Differentiate your practice with client and advisor experiences designed to pair efficiency and collaboration to build trust.

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Industry-leading Client Portal

Show your clients what their future looks like by taking their plan out of spreadsheets and bringing it to life.

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Powerful Data Aggregation

Connect accounts from hundreds of financial institutions across the country to automatically power your platform -- and your advice.

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Robust Technology Integrations

Integrations built to deliver value-adding access to the financial technology applications you rely on most.

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Data-driven Insights and Analytics

Identify growth opportunities, deepen client engagement, and more effectively manage your business with Advanced Analytics.

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Other features included in the eMoney Platform:

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Advisor Dashboard

Stay on top of your client activities with a snapshot of your entire business.
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Alerts & Alarms

Set customized alerts to receive notifications when changes occur to your clients' financial pictures.
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Award Winning Customer Support

Our dedicated client engagement resources ensure your unique needs are met Monday through Friday, 8am to 8pm EST.
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Data Security

Choose a technology partner that goes above and beyond ordinary data protection policies, with enhanced security controls, performance monitoring, secure data transmissions, and best-in class disaster recovery and backup.
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Digital Advice Platform

A planning-first approach meets a self-directed investment platform in the industry’s first digital planning solution delivered through financial advisors, co-developed with Fidelity Investments®.
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Digital Document Storage

Allow clients to safely store all their important files and access them from anywhere directly through eMoney.
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Digital Lead Capture

An interactive and self-guided prospecting tool to attract, engage, and qualify leads.
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Mobile Web App

Give clients access to their portal whenever they want, from wherever they want.
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Reports

200+ printable reports that you can also share with clients digitally.
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Screen Sharing

Meet virtually with your clients wherever web access is available.
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eMoney for Enterprise

We’ll support your full scope of needs today, and into the future, with solutions that enable your firm to scale and drive long-term growth.

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“Having an enterprise agreement with eMoney… we do think that is a competitive edge. We also want to see deeper engagements between our clients and our advisors and I think eMoney is a good measurement of that. ”
Image of Dan Fry Dan Fry VP, Practice Management, National Securities
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FAQs

  • Pricing

    Because eMoney is a scalable, customizable platform, pricing may vary based on the unique needs of your organization. To get an accurate estimate, talk to us about your financial planning requirements.

    Click here to start a free trial or call 1-888-362-4612 to learn more.

  • Payment Methods

    You can subscribe to eMoney by check or by using any of the following credit cards: VISA, Master Card, American Express, and Discover.