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Planning-led Solutions for Your Firm’s Specific Needs

Your enterprise is unique. Your technology should deliver an experience to match.

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eMoney for Enterprise

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.

For consultation and pricing call 833-916-1516 or

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OF eMONEY CLIENTS say they've increased AUM

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OF eMONEY CLIENTS saw a return on investment in less than 12 months


3 out of 4

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

eMoney's premium planning platform provides you with the added flexibility, service, and support your enterprise needs.

  • Implementation

    Our implementation experts will guide your team to design an engaging eMoney experience that's flexible, scalable, and cost effective.

  • Configuration

    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.

  • Firm Administration

    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.

  • Training and Customer Care

    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.

Solutions to help your firm:


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.

Office Team Experience

  • Award-winning customer service and support
  • Comprehensive training
  • Office-level admin capabilities
  • Virtual collaboration capabilities
  • Office-level analytics
  • Data entry services

Advisor Experience

  • Customizable, aggregated views of the advisor’s entire business
  • Alerts and tasks
  • Financial feed
  • Screen sharing and virtual collaboration capabilities

Client Experience

  • Client Portal
  • Easy "getting to know you" wizard
  • Account aggregation
  • Virtual collaboration
  • Spending and budgeting
  • Secure document storage
  • Mobile access


Manage operations and maintain oversight over your client and advisor experiences to drive optimal engagement and ROI.

Drive Results and Generate Decisions

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Uncover deep insights that drive business growth and help you monitor engagement and performance across your firm.

Manage Compliance and Risk


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.

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Take Control of Your Experience


Manage eMoney from a central user role. Configure office settings and manage users and clients to create a more nimble and responsive experience.

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Leverage 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.

  • Data Aggregation

    Power your eMoney experience with data that delivers a reliable and comprehensive view of your assets both under management and held away.

  • Functional APIs

    Achieve deep integration between your system of record and eMoney to create a more efficient and seamless user experience.

    Learn More

  • Data Exports

    Create a single point of truth when you pull data from eMoney and import it into your back office tools.

Third-Party Integrations

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.

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Lead Capture

An interactive and self-guided prospecting tool that lets you easily identify investors who are ready to engage with an advisor.

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Advisor Branded Marketing

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.

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Foundational Planning

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

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

Replicate the Success of Our
Enterprise Clients

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“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.’ ”
Image of Nick DeCenso Nick DeCenso Senior Manager, Wealth Solutions, CAPTRUST
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“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. ”
Image of Dan Fry Dan Fry VP, Practice Management, National Securities