Thursday, January 23 | 2:00 p.m. ET Get an inside look at how you can automate reoccurring tasks to attract new business, nurture leads, and optimize productivity.

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eMoney Plus

Create more value for clients using a streamlined financial planning solution.

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