One Platform for Any Journey
With solutions to support any type of client, through any type of situation, you can confidently guide your clients anywhere they want to go, using the planning method you prefer.
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients.
Perfect for advisors who need:
- to be able to quickly create a plan
- a solution to serve clients with basic planning needs
- a scalable, personalized client experience
The most comprehensive cash flow-based financial planning solution for addressing clients’ most complex planning needs.
Perfect for advisors who need:
- to support clients who have complex planning situations
- robust tools that match the high level of planning provided
- interactive planning technology to help clients visualize the impact of their decisions
We empower enterprises to expand their financial planning capabilities for clients at every stage of the client journey, to leverage data across their organization through APIs and aggregation tools, and to create customized yet scalable client experiences.
All products include
Learn more- Client Portal
- Secure file sharing and storage
- Spending and budgeting tools
- Business analytics
- Insights and data
- Industry-leading account aggregation
- Powerful integrations
Services and Support
Support included with all productsOnboarding and Training
Training and coaching from eMoney experts to help ensure every user can learn and master the eMoney platform.
Client Support
Get answers to all of your eMoney questions from our award-winning support team of eMoney experts, available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.
Professional Services
Access to additional services when you need it—anything from data entry to plan development to consultative services.
Integrations
Deliver value-adding access to the financial technology applications your firm relies on most.
Achieve your goals and theirs with eMoney
We’re here to help you build the plan your clients need, regardless of their financial situations.