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Solutions to Grow and Scale Your Business

You shouldn’t have to worry that your clients are going to outgrow your software. With scalable solutions that meet a broad range of planning needs, you’ll always have the right tool for any situation. Choose a package that aligns to the type of planning you offer today and will keep your clients happy and engaged tomorrow.



Leverage Foundational Planning’s intuitive, streamlined, goals-based solution to build more planning-led relationships and deliver more plans to more clients




Harness Advanced Planning to provide the most comprehensive cash-flow based capabilities to accommodate clients’ most complex planning needs




Combine Foundational Planning and Advanced Planning for a truly integrated solution that enables planning for all clients regardless of financial situation, on a single platform



Planning + Marketing

Supercharge your planning tool with Bamboo, an integrated marketing and engagement solution to deepen client relationships and create plans—all from one place.


Looking for an Enterprise Solution?

Explore planning-led solutions for financial institutions of all sizes.
For consultation and pricing, call 1-833-916-1516


Planning for the Financial Life Cycle

Comprehensive financial planning that evolves with your clients' needs.

Foundational Planning

Serve more clients with streamlined financial plan creation and an easy-to-follow workflow that delivers an impactful, goals-based client experience.


Included in Plus And Premier Packages

Advanced Planning

Engage your clients in the planning process and build trust by demonstrating tangible outcomes for complex, real-world scenarios.


Included in Premier And Pro Packages


A Technology Platform That Accelerates Your Success

Differentiate your practice with client and advisor experiences designed to pair efficiency and collaboration to build trust.


Industry-leading Client Portal

Show your clients what their future looks like by taking their plan out of spreadsheets and bringing it to life.


Powerful Data Aggregation

Connect accounts from hundreds of financial institutions across the country to automatically power your platform—and your advice.


Robust Technology Integrations

Integrations built to deliver value-adding access to the financial technology applications you rely on most.


Data-driven Insights and Analytics

Identify growth opportunities, deepen client engagement, and more effectively manage your business with Advanced Analytics.


Other features included in the eMoney Platform:

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Advisor Dashboard

Stay on top of your client activities with a snapshot of your entire business.
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Alerts & Alarms

Set customized alerts to receive notifications when changes occur to your clients' financial pictures.
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Award Winning Customer Support

Our dedicated client engagement resources ensure your unique needs are met Monday through Friday, 8am to 8pm EST.
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Data Security

Choose a technology partner that goes above and beyond ordinary data protection policies, with enhanced security controls, performance monitoring, secure data transmissions, and best-in class disaster recovery and backup.
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Digital Advice Platform

A planning-first approach meets a self-directed investment platform in the industry’s first digital planning solution delivered through financial advisors, co-developed with Fidelity Investments®.
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Digital Document Storage

Allow clients to safely store all their important files and access them from anywhere directly through eMoney.
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Digital Lead Capture

An interactive and self-guided prospecting tool to attract, engage, and qualify leads.
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Mobile Web App

Give clients access to their portal whenever they want, from wherever they want.
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200+ printable reports that you can also share with clients digitally.
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Screen Sharing

Meet virtually with your clients wherever web access is available.
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eMoney for Enterprise

We’ll support your full scope of needs today, and into the future, with solutions that enable your firm to scale and drive long-term growth.

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“Having an enterprise agreement with eMoney… we do think that is a competitive edge. We also want to see deeper engagements between our clients and our advisors and I think eMoney is a good measurement of that. ”
Image of Dan Fry Dan Fry VP, Practice Management, National Securities
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  • Pricing

    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.

  • Payment Methods

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