Platform Over Products

No other single FinTech application can adequately support all that you do. It takes a comprehensive wealth management platform like eMoney to meet your diverse needs efficiently and affordably.

A Platform for Success

Master the Advisor-Client Lifecycle

Your expertise has layers. So you deserve a tech platform with depth. Find the tools you need to run your entire business, in one place.

Planning at Any Stage

As clients follow their financial journey, their needs shift and evolve. Satisfy those needs at any stage with our diverse planning solutions.

From Analysis to Action

eMoney’s Analytics tools consolidate data into easy-to-read and impactful charts and graphs, helping you develop more informed business strategies.

Client-centric Tools Built In

No service is complete without a tech-driven client experience. With the industry’s leading portal, clients stay engaged with your business 24/7.

Compliance Support from Start to Finish

A complex regulatory environment requires an integrative approach to technology and oversight. eMoney’s Fiduciary Framework makes it easy to manage and track your compliance efforts throughout your workflows.

Reach a Growing Digital Client Segment

Streamline lead management with Lead Capture, a wealth planning workflow designed to help you attract prospects looking for advice online.

Master the Advisor-Client Lifecycle

Your expertise has layers. So you deserve a tech platform with depth. Find the tools you need to run your entire business, in one place.

Learn More
Client-centric Tools Built In

No service is complete without a tech-driven client experience. With the industry’s leading portal, clients stay engaged with your business 24/7.

Learn More
Planning at Any Stage

As clients follow their financial journey, their needs shift and evolve. Satisfy those needs at any stage with our diverse planning solutions.

Learn More
Compliance Support from Start to Finish

A complex regulatory environment requires an integrative approach to technology and oversight. eMoney’s Fiduciary Framework makes it easy to manage and track your compliance efforts throughout your workflows.

Learn More
From Analysis to Action

eMoney’s Analytics tools consolidate data into easy-to-read and impactful charts and graphs, helping you develop more informed business strategies.

Learn More
Reach a Growing Digital Client Segment

Streamline lead management with Lead Capture, a wealth planning workflow designed to help you attract prospects looking for advice online.

Learn More

Couldn’t Find a Feature You Need?

Our entire product suite is just a click away.

Hey Enterprises!

We work with you to customize and configure our tech to meet your unique needs.

Not Ready to Commit?

Take a look at some of our online resources for more information.