One Planning Platform Built for Every Engagement Model
eMoney enables enterprises to deliver a cohesive planning experience that serves every client, from mass affluent to UHNW—all on a unified platform that scales with your evolving strategy. You get the flexibility to choose how you engage with planning, data aggregation, client experience, integrations, APIs, and modular capabilities.
25+ Years of Experience Serving Leading Banks, Broker-Dealers, and RIAs
Enterprise Platform Highlights
- Financial Planning
- Client Experience
- Data Aggregation
- Integrations and APIs
- Plan Governance
- Service and Support
Financial Planning
Scale planning delivery across all engagement models, allowing your firm to serve more clients with personalized experiences.
- Enable advisors to deliver full-spectrum personalized plans at scale, increasing planning adoption, deepening relationships, and expanding wallet share.
- Accelerate plan creation through automation and guided workflows, reducing time and cost per plan while enabling scalable delivery.
- Increase client engagement and collaboration, leading to higher retention, more referrals, and accelerated AUM growth.
#1 |
planning solution chosen by financial advisors1 |
Client Experience
Deliver a differentiated experience that enables you to engage, win, and retain more clients.
- Grow your business by enabling advisors to attract more prospects, collect data efficiently, and personalize the client experience from day one.
- Increase engagement with eMoney’s award-winning Client Portal, improving retention and reducing the cost and effort of replacing lost clients.
- Leverage eMoney’s components and APIs to build and customize your own client experience.
82% |
of advisors saw higher engagement with the Premium Client Portal.2 |
Data Aggregation
Enable advisors to identify, target, and convert cross‑sell opportunities and held‑away assets.
- Create an accurate, reliable financial view of client data, enabling more informed, data-driven decisions and reducing advisory risk.
- Transform planning data into a strategic asset for your business to generate insights, drive personalization, and uncover growth opportunities.
- Power your own client experience with eMoney’s award-winning3 aggregation APIs and components for better service, stability, and security for your firm.
#1 |
with advisors, 6 years running4 |
Integrations and APIs
Increase efficiency and lower costs by unifying your platform with seamless integrations.
- Access the industry’s most prominent wealth management software vendors.
- Optimize your tech stack with APIs to synchronize and automate data.
- Leverage pre-built components to quickly develop high-impact experiences.
30+ |
leading integration partners |
Plan Governance
Reduce compliance risk by efficiently reviewing, tracking, and archiving plans.
- Protect revenue by reducing errors and improving decision quality, minimizing financial risk from poor advisory outcomes.
- Standardize workflows and enforce consistent processes, improving compliance, audit readiness, and operational reliability.
- Mitigate financial risk by minimizing compliance violations, avoiding regulatory fines, and reducing audit-related costs.
25+ |
years as a trusted partner to leading financial institutions |
Service and Support
Ensure every user can master eMoney and receive the support they deserve.
- Encourage advisor adoption and expand planning with ongoing training and coaching.
- Learn from our expert practice management team, who provides research, consultations, and opportunities to earn CFP® continuing education credits.
- Access additional services when you need them—anything from data migration to plan development to consultative services.
170% |
more live support than other financial planning software providers |
Turn Advisor Performance into Enterprise Growth
Use Cases and Case Studies
Who we serve and how our clients succeed
Personalized Advice at Scale: A Blueprint for Enterprise Banks
How Banks scale advice across millions of customers with unified planning and intelligent workflows.
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Full-spectrum Planning for Enterprise RIAs
How enterprise RIAs create a first-step-to-full-plan experience that wins recruits and drives measurable business growth.
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Transforming the Planning Experience for Large Financial Institutions
How Financial Institutions deliver a cohesive, enterprise-grade experience through modern planning technology.
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Insights and best practices for enterprise firms
Frequently Asked Questions
Can my enterprise use eMoney across all client segments and life stages?
Yes. eMoney supports the entire client lifecycle—from accumulation through retirement and legacy planning—allowing firms to standardize on one platform across all client types.
How does eMoney integrate with our existing technology stack?
eMoney integrates with leading CRMs, custodians, and portfolio management platforms, enabling seamless data flow across your ecosystem. Firms can unify planning, client data, and workflows without disrupting existing systems.
What API capabilities does eMoney offer?
eMoney provides enterprise-grade APIs that enable firms to build custom integrations, streamline workflows, and connect proprietary systems. API access and capabilities are tailored based on use case and organizational needs.
What data does eMoney aggregate and how reliable is it?
eMoney aggregates a comprehensive range of financial data—including balances, holdings, and transactions—helping advisors and clients access a unified, up-to-date financial picture.
How does eMoney meet enterprise security and compliance requirements?
eMoney is designed to meet rigorous enterprise security standards, with protections such as encryption, access controls, and compliance-ready infrastructure to support financial institutions’ regulatory requirements.
Can you help us migrate from our current planning system?
Yes. eMoney offers data migration support to help firms transition from legacy systems while preserving critical client data and maintaining continuity during the shift.
Want to learn more about eMoney for Enterprise?
| SOURCES: | 1. T3, Inside Information Software Survey, 2026. |
| 2. eMoney, Premium Client Portal Buyer Study, October 2025. | |
| 3. 2025 Wealth Management Industry Awards. | |
| 4. T3, Inside Information Software Survey, 2021-2026. | |
| 5. eMoney, The Value of Financial Planning Study, November 2025. |
