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 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.
Visit our Training Page to view upcoming live training sessions in a city near you.
You can view the learning objectives and agenda on the training registration page, or contact the Training team at training@emoneyadvisor.com, to find out which day(s) you should attend.
To view live training prices, select Learn More under the Live Training Workshops section of the Training Page.
Our custom training is recommended for long-time eMoney users looking for training on more in-depth topics, or new users seeking group training to get their office up to speed.
The eMoney Summit is our largest annual event; at this event we offer in-depth training sessions, exclusive opportunities to network with peers and the eMoney team, thought-provoking keynote speakers, and a sneak peek at what we’re planning for eMoney.
Visit www.emoneyadvisorsummit.com for more information and registration info.
Click here to find out where the eMoney team is going to next.
Cash Flow Planning: Quickly review and analyze the details of your clients’ plans for their entire lifecycle, build comprehensive planning techniques, and show your client deliverables that range from interactive overviews to in-depth discussions on topics such as tax planning and estate planning.
Goals-based Planning: Focus your client conversations on important life goals and compare detailed plans for achieving those goals.
Foundational Planning provides a streamlined workflow that simplifies goal-funding conversations while Advanced Planning supports goal-focused discussions with cash flow simulations to support your advice. With eMoney, you can scale your planning conversations all from within a single platform.
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.
Unlike most financial planning solutions, eMoney offers a comprehensive wealth management platform that includes the full range of capabilities you need to build financial plans that help clients achieve their goals and peace of mind. Many other financial technology products focus on one aspect of your business and ignore the rest.
eMoney provides comprehensive financial planning that addresses the varied needs of a wide range of clients, from those accumulating wealth to those planning their estates. 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.
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
| IP Address | Description | Data Center |
| 192.88.0.57 | Primary IP | Tierpoint |
| 192.88.0.58 | Backup IP | Tierpoint |
| 204.13.245.17 | Integration Environment | eMoney Local |
| 162.254.233.17 | Integration Environment | eMoney Local |
| 204.13.244.0/24 | Integration Environment | eMoney Local |
