Upcoming Webinar: The Future eMoney Experience

Wednesday, December 9 at 2:00 p.m. ET Join Jess Liberi, Head of Product, as she shares eMoney's roadmap, which is inspired by your feedback and focused on building solutions to deliver an exceptional client experience.

Foundational Planning

Give clients an interactive and engaging experience that is focused on their unique goals with eMoney's streamlined financial planning solution.

Scale Your Planning

Extend planning across your client base through a single platform that enables you to serve a variety of planning needs.

Produce More Plans for More Clients

Leverage a straightforward, guided workflow—from data gathering to plan output—to efficiently produce more plans for more clients.

Improve the Client Experience

Deepen client engagement by delivering an interactive experience that facilitates planning and drives better client interactions.

Couldn’t Find a Feature You Need?

Our entire product suite is just a click away.

VIEW
PRODUCTS

Hey Enterprises!

We work with you to configure a solution that meets your firm’s unique needs.

MAKE eMONEY
YOUR OWN

Not Ready to Commit?

Take a look at some of our online resources for more information.

BROWSE
OUR LIBRARY