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eMoney Engage

Combine your planning and marketing tools to unlock the power of an integrated solution, deliver more plans and grow your business.


While many advisors know that digital marketing efforts are important to growing their business, they may not know where to start. A new wave of clients are waiting to be served by financial advisors. But advisors can't reach today's leads and prospects with the same marketing tactics and strategies that worked a decade ago.

Financial Planning

Show clients how they can achieve their most important goals. Review their financial plan to collaboratively demonstrate your client's long-term cash flow view. Run thousands of Monte Carlo simulations to track progress toward goals and recommendations you make for your client, as you demonstrate value.

Client Portal

Encourage clients to feel in control of their finances amidst great uncertainty and give them a single view into their whole financial picture. Let them set up investment alerts, interact with their current plan, and access their digital vault to keep data safe so you can keep communicating.

Attract prospects who seek and value financial planning services with fully automated lead generation campaigns designed to promote a planning-led approach.

Streamline the process of helping clients get started with their Client Portal with ready-made onboarding collateral and marketing resources.

Stay in touch with clients by personalizing communications and progress alongside them into the wealth preservation and wealth transfer stages of their lives.