Enterprise
Enterprise
Elevate your business with Enterprise solutions that help you scale holistic financial planning, unlock the power of data throughout your organization, and drive your own technology experiences.
Deliver a personalized experience with easy-to-use tools that empower your advisors and their clients.
- 80% of eMoney users report increased ability to attract new clients through the interactive, engaging experience.
- 92% of users saw improvement in business efficiency by being able to build plans more efficiently, saving time, money, and resources.
Create a seamless tech ecosystem with APIs for one highly configurable solution that delivers the experience you want for advisors and clients.
Leverage the power of eMoney’s proprietary financial planning technology to deliver your ideal advisor and client experience.
- Synchronize data between eMoney and the platforms you use most with APIs to streamline workflows and increase efficiency.
- Create your own planning experience by integrating the powerful elements and calculations of eMoney into your firm’s experiences.
Grow your business.
Partner with an enterprise financial planning software leader with expertise in scaling tech solutions for organizations of all sizes.
- A trusted leader with more than 20 years of experience.
- 83% of eMoney users saw positive ROI within a year.
- 80% of eMoney clients saw increased AUM since adopting eMoney.
Get a big picture view of financial data with eMoney aggregation – available within the eMoney platform or as a standalone solution.
- Unlock opportunities to increase AUM by viewing assets held away.
- Receive accurate and timely insights to personalize plans and increase share of wallet.
- Maximize productivity with stable connections and fast service resolution.
Services and Support
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.
Want to learn more about eMoney for Enterprise?
All statistics on this page are from eMoney, ROI of eMoney Study, December 2023, n=701.
