eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Take Your Planning Relationships to the Next Level

You deliver value every day. We provide the technology to help you demonstrate it.

See How It Works
Curve Image

Solutions to help you:

Plan Across the Client Lifecycle

As client needs evolve, easily graduate them from a streamlined, goals-based approach to the industry's most sophisticated advanced planning solution—all from a single platform.

Various icons moving along a dotted line path Various icons moving along a dotted line path
foundational planning pyramid

Foundational Planning

  • Streamlined, modular workflow
  • Consolidated end-to-end planning experience
  • Focused on client goals
  • Interactive side-by-side scenario planning
Learn More
eMoney Advisor Advanced Planning icon

Advanced Planning

  • Collaborative cash flow planning
  • Interactive retirement income planning
  • Robust what-if scenario planning
  • Comprehensive tax calculations
Learn More

Track Plan Progress Together

Bring your client conversations to life with interactive and collaborative experiences that promote engagement and utilization, and foster deeper understanding and stronger relationships.

Mobile Web-Access for Clients

Give clients access to their portal whenever they want, from wherever they want.

Mobile Web-Access for Clients
Industry-Leading Client Portal

Offer clients a real-time, on-demand financial experience that strengthens your relationships and keeps you at the forefront of digital trends.

Industry-Leading Client Portal
Financial Goal Tracking

Allow clients to easily add, personalize, and track progress toward their financial goals.

Financial Goal Tracking
Spending and Budgeting

Empower clients to create budgets and track spending automatically.

Spending and Budgeting
Powerful Data Aggregation

Connect accounts from hundreds of financial institutions across the country to automatically power your platform -- and your advice.

Powerful Data Aggregation
Image showing the eMoney Interface Image showing the eMoney Interface

Advisor/Client Experience

  • Client Portal
  • Account Aggregation
  • Collaboration
  • Spending & Budgeting
  • Mobile Access
  • Alerts & Tasks
  • Screen Sharing
  • Customizable views of all your relationships
Learn More

Manage Your Practice Efficiently and Effectively

Easily analyze and identify opportunities for growth. Streamline compliance efforts to manage risk.

Make Data-driven Decisions

advanced analytics magnifying glass


Gain visibility into your book of business and clients' held away assets to identify new opportunities.

Manage Compliance and Risk

advisor assurance ribbon


Streamline your compliance efforts through the documentation and archival of key advisor-client interactions throughout the entire financial planning process.

Learn More

Streamline Your Tech Stack

Built for the way you work, our integrations provide access to the technology you need, when and where you need it.

Engage Your Clients Meaningfully

Everything you need to engage with prospects and clients digitally—all from within the eMoney planning platform.


Engage and retain clients with digital marketing technology designed to deepen client relationships.

bamboo logo

  • Automated Campaigns
  • Relevant Quality Content
  • Simple Email Marketing
  • Social Sharing
  • Marketing Analytics
  • eMoney Marketing Materials
  • Email Scheduling
  • CRM Integration
  • Customizable Branding

eMoney Logo Icon

eMoney's Comprehensive Planning-led Platform

A different kind of experience

Plan - Engage - Grow - Streamline - Manage

eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future.