Unique Solutions for Your Specific Needs

Your organization is unique and deserves unique technology. That takes more than a tech provider – it takes a tech partnership. We’ll support your full scope of needs today, and into the future, at a price that enables your ability to scale.

Scalable Planning Solutions

Help your advisors address their clients’ changing financial priorities through each stage of life.

Meet Evolving Needs

Offer your advisors both the simple and sophisticated planning solutions to support the evolving planning needs of their clients.

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Monitor and Manage

Advisors can efficiently track client behavior to provide excellent planning services, while firm-level analytics help you benchmark performance and pinpoint opportunities for growth.

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Compliance Solutions Made Simple

Easily document, monitor, and archive key advisor interactions with eMoney’s Advisor Assurance and Fiduciary Framework tools.

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An Agile Solution Built By You

With our strategic and robust integrations, we help you optimize your workflows through the existing technology applications your advisors rely on most.

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Concierge Service and Support

Dedicated support, communications and relationship management resources pave a path for the ongoing success for your organization, giving you access to:

  • Award-winning customer service, training and success coaching
  • A dedicated Relationship Manager for enterprises of a certain size
  • Access to branded, custom communications to advisors
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Need more?

Our eMoney for Enterprise team will work with you to develop a comprehensive solution that suits your organization best through a wide a range of customization and configuration options, including:

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Feature selection and release management
User setup and access controls
Custom investment settings
Flexible and open API strategy
Branded platform and presentation deliverables
A dedicated relationship manager

FOR CONSULTATION AND PRICING CALL

888-362-4612
PRODUCTS

Looking for a specific feature?

Our entire product suite is a click away.

RESOURCES

A Buyer’s Journey

Follow one advisor’s search for the best wealth management platform and why he chose eMoney over other popular FinTech solutions.

SUPPORT

Data Entry Services

Enlist our team to help manage client data entry and maintenance in eMoney.