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Client Support

Get answers to all your eMoney questions from our award-winning support team of eMoney experts.

Support when you need it

Live support when you need it—available before the opening bell on the East Coast to closing time on the Pacific.

Monday through Friday, 8:00 a.m. through 8:00 p.m. ET at 1-888-362-8482.

“I have found that I could spend the next 10 hours of my life building something out, but if I call eMoney they understand my objectives and walk me through how to get it done. That to me is the biggest difference-maker in eMoney as a technology partner, not just a technology provider.” – John Colucci, CRPC®, The Colucci Group


Convenient access to the answers you need

To accommodate your preferences, we provide the most comprehensive and extensive options for providing answers to your questions:

Phone: 1-888-362-8482


Chat: Online through the Live Chat banner within the Advisor Dashboard


Additional services and support

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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. From building complex scenarios to informing solutions inside and outside of our technology offerings, they help meet the evolving needs of you and your clients. 

Training and coaching

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. 

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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