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Build more planning-led relationships and deliver more plans to more clients with an intuitive, streamlined, goals-based financial planning solution.

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Foundational Planning Plan Summary Screen
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Create a plan in minutes

Build a simple financial plan efficiently with key data inputs and the intuitive design of the goals-based planning solution.

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Support goal-focused clients

Leverage the financial planning tools to help goal-oriented clients reach their financial targetsfor retirement, education, spending, and more.

Deliver a differentiated planning experience

Show side-by-side scenarios and offer goal tracking tools for an interactive planning experience that keeps clients engaged and increases retention.

eMoney Plus can help you deliver more plans

 

Sign-up to watch our demo to see our solution in action.

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eMoney Plus Foundational Planning
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Lean on our 20+ years of experience delivering planning-led solutions to financial institutions of all sizes and take your planning business to the next level.

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

Other Benefits

The foundation of financial planning is building relationships. With eMoney you can have more personalized conversations that increase trust and drives business growth.

  • Provide clients with their own client portal that displays their unique plans and goals
  • Deliver custom reports the drive individualized conversations to the client needs
  • The majority of eMoney clients report having more valuable personalized conversations since using eMoney

Account aggregation allows financial professionals to save time, reduce errors, and improve their client experience by ensuring a more complete and accurate view of their financial environment.

  • Accelerate the time from prospect to planning
  • Uncover opportunities to increase AUM
  • Produce a more personalized planning experience

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Rest assured that your data is protected using best-in-class security practices and a robust strategy that accounts for technology, people, and processes.

  • eMoney adheres to the highest information security standards because we know how critical data security is to your reputation, revenue, and regulatory requirements.
  • We maintain formal polices for network security, disaster recovery and business continuity which we test annually and adjust to address ever-changing industry and internet threats.
  • eMoney conducts security due diligence on all third parties to assess their risk level and we conduct annual reviews on those who have access to sensitive information.

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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 itanything from data entry to plan development to consultative services.

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