Powerful Planning Made Simple
Plans for Any Need
Needs Analysis is eMoney's scalable financial planning calculator that demonstrates a wide range of high-level need-based scenarios. Offer clients quick insight on a number of planning concepts by following a simple workflow. Once the plan is built, creating a client-ready presentation in minutes is just as easy.
Collaborate on Goals
Work together with clients to easily identify and prioritize their financial goals. The Interactive Goal Planner uses Monte Carlo simulation to help clients see their best options to achieve what's important to them – and feel confident in your recommendations.
Experiences and Insight Make an Impact
emX includes our award-winning client portal and essential analytics tool, giving you the technology to keep your clients engaged and your business operating at peak performance.
emX includes all features offered in emX Select.
- Account Aggregation
- Digital Advice Platform
- Deep Intergrations
- Unlimited Document Storage
- Mobile Web-access for Clients
- And more!