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Independent, hybrid, or broker dealer, eMoney is the right choice to achieve your firm’s vision and accelerate business growth through financial planning. 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.
The business solutions and support your firm needs to increase revenue from planning without sacrificing the operational needs of your home office.
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of eMoney clients experienced improved customer satisfaction.
of eMoney clients reported improved customer engagement.
of eMoney clients saw improved business process and efficiency.
of eMoney clients saw improved/increased client retention.
Source: eMoney, ROI of eMoney Study, March 2021, n=238.
Backed by award-winning client service and support, eMoney for Enterprise offers a highly configurable version of our premium financial planning software and access to enabling solutions like APIs, data aggregation, and system configuration to transform your financial planning experience.
See how it works!
of eMoney clients experienced improved customer satisfaction.
of eMoney clients reported improved customer engagement.
of eMoney clients saw improved business process and efficiency.
of eMoney clients saw improved/increased client retention.
Source: eMoney, ROI of eMoney Study, March 2021, n=238.
“We’re elevating the conversation around planning in eMoney. eMoney is core to our planning process, as well as to our overall client engagement strategy through the portal. I’m excited for what the future holds. ”Elizabeth Kesselman Vice President, Adviser Investments
“We’re finding that eMoney allows us to customize the planning experience. We can successfully support all clients while maintaining a consistent and repeatable process that increases productivity for our advisors. ”Jim Smith Managing Director, MAI Wealth Management Practice
