October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

eMoney Premier

Deliver extensive financial planning to all clients regardless of their financial situation.

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