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eMoney Pro

Demonstrate real-world scenarios over a client's entire lifetime with interactive cash-flow planning.

Platform

Build your planning experience around a platform that features an interactive client portal, data aggregation, and a secure location to store and share documents.

Advanced Planning

Guide your clients through every stage of life with cash-flow planning.

Advanced Analytics

Identify new revenue opportunities by uncovering business insights.

#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