Frequently Asked Questions

Advisors, support staff, and office managers usually gain access to eMoney’s site via an assigned user ID and password within 24 to 48 hours of submitting the user agreement and payment.

For Firm or Enterprise access, processing time varies depending on the size of the organization and the number of individual subscriptions, as well as other client-specific requirements. For more information, please contact our sales team at 1-888-362-4612.

When you’re logged into eMoney, click the Settings button in the upper right-hand corner of the page to access your information.

Log in to eMoney, click More in the top navigation and then Manage Subscription.

The account owner should send an email requesting the upgrade to support@emoneyadvisor.com.

The account owner should send an email requesting the addition/removal of the user to support@emoneyadvisor.com.

Log in to eMoney, click More in the top navigation and then Manage Subscription.

As a new eMoney user, you’ll have access to our Getting Started program, where you’ll work directly with an experienced eMoney Success Coach to accelerate your onboarding journey. You’ll also have access to on-demand resources designed to help you familiarize yourself with the eMoney platform and learn at your own pace.  

Go to the Training link on your navigation bar, when logged into eMoney, and select the Training and Webinars course. Then scroll down to Live Training Workshops to view upcoming live training sessions.  

eMoney offers a variety of daily live training webinars that are included as part of your advisor license. This included training gives you all the resources you need to get started on the eMoney Platform. For more intensive training, check out our paid live training workshops.  

• Yes, we offer live and on-demand training opportunities. See the full list of available training by selecting the Training tab on your navigation bar in eMoney.  

Yes, to learn more about our custom training workshops go to the Training link on your navigation bar, when logged into eMoney, and select the Training and Webinars course. Then scroll down to Custom Training. 

Yes, once you’ve completed onboarding, you can sign up for our Intermediate and Advanced webinar sessions designed for advisors looking to take their eMoney competency to the next level. Or sign up for our Impactful Extras and Product Update sessions to learn about trends impacting our industry and the latest eMoney features.  

The eMoney Summit is our signature annual event; at this virtual event we offer in-depth training sessions, exclusive opportunities to network with peers and the eMoney team, thought-provoking keynote speakers, and an exclusive sneak peek at what we’re planning for eMoney.

The 2023 eMoney Summit will explore how client expectations for comprehensive advice are expanding and how going beyond the plan is the solution in providing the personalized experience they are seeking.

Visit www.emoneyadvisorsummit.com for more information and registration info.

Click here to find out where the eMoney team is going to next.

eMoney provides a range of powerful planning capabilities to help financial advisors better serve their clients. These include: 

• Cash Flow Planning: Quickly analyze your clients’ entire financial lifecycle and develop comprehensive planning strategies, including everything from tax to estate planning. Use eMoney Pro and Premier to create engaging, interactive planning presentations or dive deep into specific topics as needed. 
• Goals-based Planning: Produce more plans for more clients by focusing your conversations on their most important life goals. Our goals-based planning tool, available in eMoney Plus and Premier, provides a streamlined, guided workflow from data gathering to plan output.  

Overall, eMoney provides flexible and customizable planning capabilities to help advisors deliver more personalized, effective advice to their clients. 

eMoney, a financial planning software, provides users two options for handling income taxes.  

• The default option is the IRS 1040 calculation, which takes all the provided data to accurately represent the client’s tax liability.  

• The second option is a flat tax rate, which applies to earned income, investment income, and dividends. However, capital gains events are still calculated using capital gains rates.  

Regardless of which option users choose, eMoney offers a variety of tools and reports to help users manage their tax planning. 

Because eMoney is a scalable, customizable platform, pricing may vary based on the unique needs of your organization. To get an accurate estimate, talk to us about your financial planning requirements.

Click here to start a free trial or call 1-888-362-4612 to learn more.

You can subscribe to eMoney by check or by using any of the following credit cards: VISA, Master Card, American Express, and Discover.

eMoney works with a number of the industry’s most prominent software providers to deliver powerful integration options for financial advisors, including: Fidelity, Charles Schwab, Blackrock, Riskalyze, Redtail, Orion, Albridge, HiddenLevers, and more.

Visit our Integrations page to review our complete list of integrations partners.

The Data Entry team can provide eMoney users with administrative support in entering client data, scanning and uploading documents to the eMoney Vault, and setting up client homepages. Use this form to place your order.

Our commitment to safeguarding you and your clients’ information surpasses the responsibility of one team or department—it’s an ongoing, company-wide effort and part of our culture. Our hosting infrastructure includes high-level security protocols to protect sensitive online data. All advisor and client information is encrypted and stored in geographically dispersed and secure databases.

We also offer data encryption, routine testing, and two-factor authentication. For more details, visit our Security page.

eMoney stands out from other financial planning tools because we are a complete wealth management platform with a comprehensive approach to financial planning. Unlike many other financial technology products that focus on only one aspect of a client’s needs, eMoney offers a full range of capabilities to help people talk about money and create deeply personalized financial plans that take into account your clients’ unique circumstances and goals.  

Key features included in eMoney include: 

• Data Aggregation: As the #1 client-rated data aggregation platform1 we partner with a wide range of financial institutions and aggregate over 82% of accounts through API or direct feed which allows for easy data collection and enables advisors to create comprehensive financial plans that take into account all aspects of a client’s financial situation. 

• Client Portal: Our portal provides clients with an interactive and transparent way to engage with their finances and communicate with their advisor.  

• Cash Flow Planning: Our robust cash flow planning tools enable advisors to create detailed projections and financial plans that enable clients to see how their financial decisions today impact their long-term financial goals. 

• Goals-based planning: eMoney helps you deliver more plans to more people with goals-based financial plans that align with clients’ specific needs and aspirations.  

• Integrations: eMoney Advisor integrates with a range of other financial planning and investment management platforms, such as Orion Advisor Solutions and Envestnet. This allows advisors to streamline their workflow and provide clients with a more seamless experience. 

You deserve a technology platform that supports your service at every stage of the advisor-client lifecycle. This is the philosophy that differentiates us from other wealth management companies. The platform’s client portal, data aggregation capabilities, cash flow planning tools, goals-based planning, analytics, integrations with other platforms, and ability to create deeply personalized financial plans make it a complete financial planning platform that can help advisors provide value to their clients. 

1 2023 T3/Inside Information Advisor Software Survey  

Refer to our Connection Resource Center to find educational blogs, guides, videos, and webinars to help you understand and communicate Connections updates with your clients.

The eMoney Bot is a data aggregator that scrapes raw financial data that can later be used for financial planning and analysis. Each data item is tied to the end customer that has requested the data and is only given to users that the customer explicitly authorizes.

eMoney Bot identifies itself with the user agent string:
eMoneyBot/1.0; +https://emoneyadvisor.com/DataAggregationNotice/

If you have additional questions about eMoney Bot, you may contact aggregationsupport@emoneyadvisor.com