Wednesday, February 26 | 1:00 p.m. ET Learn nine tactics for digitizing your client experience for engagement, scalability, and growth.
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
Your enterprise is unique. Your technology should deliver an experience to match.
For consultation and pricing, call 1-883-916-1516
Comprehensive financial planning that evolves with your clients' needs.
Serve more clients with a streamlined financial plan creation with an easy to follow workflow that delivers an impactful, goals-based client experience.LEARN MORE
Included in Plus And Premier Packages
Engage your clients in the planning process and build trust by demonstrating tangible outcomes for complex, real-world scenarios.LEARN MORE
Included in Premier And Pro Packages
Differentiate your practice with client and advisor experiences designed to pair efficiency and collaboration to build trust.
Show your clients what their future looks like by taking their plan out of spreadsheets and bringing it to life.LEARN MORE
Connect accounts from hundreds of financial institutions across the country to automatically power your platform -- and your advice.LEARN MORE
Integrations built to deliver value-adding access to the financial technology applications you rely on most.LEARN MORE
Identify growth opportunities, deepen client engagement, and more effectively manage your business with Advanced Analytics.
Alerts & Alarms
Award Winning Customer Support
Digital Advice Platform
Digital Document Storage
Digital Lead Capture
Mobile Web App
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.
“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. ”Dan Fry VP, Practice Management, National Securities
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.
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