One Solution, So Many Possibilities
No matter where you are in your career or where your clients are in their financial journeys, our full spectrum financial planning solutions make anything possible.
Over two decades of making an impact
- Mission: Helping People Talk About Money
- Vision: Financial Peace of Mind for All
For over 20 years, we’ve worked with thousands of financial professionals to create products and services that make a difference. We listen, research, and test to ensure we deliver continuous enhancements to our core products while exploring new features and services to keep pace with the evolving planning landscape.
By the numbers
We Serve More Than
106K+
Financial Professionals
Across
2M
Client Sites
Advisors Managing
$5.8T
in aggregated assets use our software
For
5.8M
Households
With
96%
of clients rating service as good or awesome
We all want an engaged client, an energized staff, a repeatable customer experience, and a dependable process. eMoney promotes all of these goals. With eMoney it is easier to do high quality work, have everyone feel a part of the process, and provide a standardized process that gives each client their own unique experience.”
James Werner, CFP®
Silicon Hills Wealth Management
Industry recognition
Our commitment to helping people talk about money, our unparalleled client service and support, and our culture of innovation empower eMoney and our team members to consistently receive industry recognition.
Who we are
With a passion for excellence and a commitment to helping people talk about money, our team works collaboratively to deliver exceptional results for our clients. We bring a wealth of knowledge and innovative thinking to every project, allowing us to understand and solve our clients’ unique challenges.
University Program
Planning for the future
Through our University Program, we partner with more than 100 financial planning programs at colleges across the country, offering the next generation of advisors access to our planning software and the opportunity to build proficiency and earn certifications. We are also a proud partner of the Foundation for Financial Planning, an organization committed to helping people in need improve their financial lives by expanding access to pro bono financial planning.
See what’s possible with eMoney
Are you in need of a solution that enables the deep analysis and comprehensive planning functionality you need to serve the complex needs of your current and future clients?
