October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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Increase Revenue with Scalable Planning Solutions

Lead with Financial Planning Manage Compliance Attract and Retain Top Talent

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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.

See how it works!

Achieve Peace
of Mind

Improve line of sight and collaboration between your home office and the advisors who keep your business moving forward.

Power Your Home
Office Team

Create a more effective support workflow with dedicated administrative and managerial user roles, oversight controls, and business analytics.

Amplify Advisor
Satisfaction

Offer eMoney as an approved vendor and let eMoney engage your team to match them to the best planning solution for their individual needs and price point.

Attract
Top Talent

Elevate your firm's brand and grab the attention of high producing advisors and planners seeking a new firm affiliation with the promise of a high-quality advisor experience and familiar technology.

The Home Office Package

The fastest and most economical way to get started.

Request a Consultation

Arm Your Advisors and Planners with a Path to Growth

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90%

of eMoney clients experienced improved customer satisfaction.

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87%

of eMoney clients reported improved customer engagement.

82%

of eMoney clients saw improved business process and efficiency.

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80%

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!

Go All-in on Planning

Deliver a plan to every household, retire legacy technology, or completely transform your financial planning experience; eMoney's flexible approach and right fit solutions will make your vision a reality.

Dream Big

We'll deliver a mix of consultative expertise, advanced technical solutions, and efficient processes to identify right fit solutions to achieve your vision; even if your vision (or our solution) is slightly outside the box.

Manage Change

As your solutions partner we'll strive to understand your needs and concerns first. Then, we'll wrap-around our proven implementation and launch readiness strategies to drive awareness and adoption while minimizing disruption to your business.

Grow and Scale

eMoney's right fit pricing model accommodates firms of all sizes and operating models, enabling firms to grow and scale their solutions over time.

eMoney for Enterprise

Sophisticated solutions for your firm’s unique needs.

Request a Consultation

Arm Your Advisors and Planners with a Path to Growth

star icon

90%

of eMoney clients experienced improved customer satisfaction.

retention icon

87%

of eMoney clients reported improved customer engagement.

82%

of eMoney clients saw improved business process and efficiency.

magnet icon

80%

of eMoney clients saw improved/increased client retention.

Source: eMoney, ROI of eMoney Study, March 2021, n=238.

Replicate the Success of Our
Enterprise Clients

VIEW OUR CASE STUDIES
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“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. ”
Image of Elizabeth Kesselman Elizabeth Kesselman Vice President, Adviser Investments
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“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. ”
Image of Jim Smith Jim Smith Managing Director, MAI Wealth Management Practice