Your enterprise is unique. Your technology should deliver an experience to match.
See How It Works
Delivering an enterprise technology solution is about more than just the platform. It requires an end-to-end consultative approach to implementation, service, training, and ongoing user engagement. Choose a partner who can support your full scope of needs today, and into the future, with solutions that enable you to scale.
OF eMONEY CLIENTS say they've increased AUM
OF eMONEY CLIENTS saw a return on investment in less than 12 months
eMONEY CLIENTS cut their financial planning time by 25% or more as a result of using eMoney
OF eMONEY CLIENTS SAY their business is more efficient as a result of using eMoney
OF eMONEY CLIENTS SAY their end-clients are more engaged as a result of using eMoney
Source: eMoney ROI Survey, Tech Validate, March-April 2019
Our implementation experts will guide your team to design an engaging eMoney experience that's flexible, scalable, and cost effective.
Our robust configuration options and settings provide the flexibility you need to deliver a differentiated experience to your advisors and clients without the added cost of custom development work.
Office-level functionality and analytics give your managers and admins the information and tools they need so your advisors can focus on planning and clients.
Our team of dedicated Relationship and Customer Support Managers provide a white-glove experience for your home office as well as comprehensive training and success coaching for your entire team.
Client and staff expectations are evolving at an accelerated rate. A user-centric, digital-first experience is key to creating lasting engagement and return on advice.
Manage operations and maintain oversight over your client and advisor experiences to drive optimal engagement and ROI.
Uncover deep insights that drive business growth and help you monitor engagement and performance across your firm.
Streamline oversight of planning activities at your firm and more easily respond to regulators with cross-functional proposal reviews, audit logs, document archiving, and more.
Learn More
Manage eMoney from a central user role. Configure office settings and manage users and clients to create a more nimble and responsive experience.
Learn MoreLeverage data aggregation, functional APIs, and third-party integrations to streamline your data strategy while providing a next-level eMoney experience to your advisors, office team, and clients.
Power your eMoney experience with data that delivers a reliable and comprehensive view of your assets both under management and held away.
Achieve deep integration between your system of record and eMoney to create a more efficient and seamless user experience.
Create a single point of truth when you pull data from eMoney and import it into your back office tools.
Extend access to the tools your advisors and office team use to manage their business and help their clients talk about money.
Attract, convert, and retain clients with digital marketing tools and relevant content.
An interactive and self-guided prospecting tool that lets you easily identify investors who are ready to engage with an advisor.
All the resources you need to effectively target, nurture, and convert clients digitally.
eMoney enables firms to scale planning across their advisor base and adapt plans as client needs evolve―all through a single platform powered by data aggregation.
“We are always trying to drive more adoption of eMoney. It’s exciting to be able to show these kinds of numbers to our team and say, ‘Look, our best advisors are using eMoney, and they are growing their business the most… that’s not a coincidence.’ ”Nick DeCenso Senior Manager, Wealth Solutions, CAPTRUST
“Having an enterprise agreement with eMoney… we do think that is a competitive edge. We also want to see deeper engagements between our clients and our advisors and I think eMoney is a good measurement of that. ”Dan Fry VP, Practice Management, National Securities
