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 Planning
Guide your clients through every stage of life with cash-flow planning.
#1 Ranked Financial Planning Software in Customer Satisfaction
74% 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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