Platform
Access the financial planning tools you need to run your entire business — in one place.
Foundational Planning
Easily create robust financial plans to helps clients and prospects achieve their life goals.
Advanced Analytics
Uncover new revenue opportunities using advanced data integrations.
#1 Ranked Financial Planning Software in Customer Satisfaction
74% of eMoney users saw an improvement in increased revenue since using eMoney
88% of eMoney users improved AUM since using eMoney
Source: eMoney ROI Survey, Tech Validate, March-April 2019
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