Because Confident Planning Starts Here
Our market-leading, user-friendly financial planning platform enables you to build trusted plans, operate efficiently, and scale your business.
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Deliver dynamic plans that grow with you and your clients
eMoney excels in comprehensive planning solutions that adapt to simple or complex needs—enabling right-sized planning conversations across your business.
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Engage clients meaningfully, throughout the planning experience
The Client Portal allows you to provide an interactive experience that increases transparency and collaboration for your clients, resulting in successful, long-term planning relationships.
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See the full picture, in real time
Our industry-leading account aggregation consolidates data for a single, complete view of your clients’ financial situations with reliable data for building plans.
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Make data-driven decisions, from within the platform
The dashboard in Advisor Analytics enables you to uncover insights, spot business opportunities, track client engagement, and take actions that drive success.
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Work smarter, not harder
Integrations with the industry’s most prominent wealth management software simplifies your day-to-day operations while maximizing the value of the plans you deliver.
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Support included with all products
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.
Interested in learning more about our products?
Check out our products page so you can see how to take advantage of all these features at your firm.
