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Services and Support

With eMoney you get so much more than access to a leading financial planning solution. You get comprehensive support on everything from onboarding to assistance building specific complex scenarios to continuing education, all this to ensure that wherever your journey leads, we’re with you along the way.

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Education and practice management

The Financial Planning Group is made up of planning experts, many of whom are CFP® professionals, who combine hands-on experience and advanced education to support our users beyond the platform. Through solutions inside and outside of our technology offerings, they help meet the evolving needs of you and your clients.


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Onboarding and training

Our training team offers personalized success coaching for getting started and virtual training sessions to help ensure you feel confident that you and your practice are doing all you can with eMoney. 


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Client support

To accommodate your needs, our eMoney experts are available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET, through the channels you prefer, to answer any questions you have about working within the platform.


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Data Migration Services

The highly-skilled specialists on our Data Migration Services Team provide valuable time-saving data input and migration services so you can focus on what you do best: building relationships that grow your business.


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See what’s possible with eMoney

Are you looking for a solution that enables the deep analysis and comprehensive planning functionality necessary to serve the complex needs of your current and future clients?

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