Communication support for your advisor base. Learn more
Encourage ongoing engagement.
Once advisors have adopted the software into their business, support continued usage among your field.
Client Experience and Engagement Tools to Strengthen Relationships
This email template is designed to help advisors deepen client engagement and deliver standout experiences. It includes a guide on using Tasks and Alerts to…
September 2025 Product Release
This month’s updates focus on deepening client engagement and streamlining the planning experience. You can now share Needs Analysis directly to the Client Portal, giving…
Video: Tomorrow’s Planning, Today
This 40-second video explains the theme of the 2025 eMoney Summit – Tomorrow’s Planning, Today. Throughout 25 years of countless changes—in our industry, in our…
Video: Navigating the Realm of Self-Paced Learning Courses
Those who participate in eMoney’s training opportunities are 70% more likely to continue using eMoney with confidence in the future. Share this video with your…
By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.
