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One Platform for Any Journey

With solutions to support any type of client, through any type of situation, you can confidently guide your clients anywhere they want to go, using the planning method you prefer.

All products include

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  • Client Portal
  • Secure file sharing and storage
  • Spending and budgeting tools
  • Business analytics
  • Insights and data
  • Industry-leading account aggregation
  • Powerful integrations

Onboarding and Training

Training and coaching from eMoney experts to help ensure every user can learn and master the eMoney platform.

Client Support

Get answers to all of your eMoney questions from our award-winning support team of eMoney experts, available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.

Professional Services

Access to additional services when you need it—anything from data entry to plan development to consultative services.


Deliver value-adding access to the financial technology applications your firm relies on most.

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Achieve your goals and theirs with eMoney

We’re here to help you build the plan your clients need, regardless of their financial situations.

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