Take Control with Scalable Planning

Financial planning serves as the foundation for comprehensive wealth management service. Scale your planning expertise, from basic to advanced, using solutions that match any level of need.

Planning at the Core of Advice

Navigate Common Needs

When basic planning insight is all you need, look to our Needs Analysis tool. Easily build presentations for clients on a number of common financial scenarios.

Execute Expert-level Planning

The Advanced Planning solution is where the comprehensive nature of eMoney – and your expertise as a financial planning expert -- shines. Customize plans using dozens of advanced techniques and what-if scenarios.

Map their Legacy

Show clients how they can leave a lasting legacy with our interactive estate planning tool, the Distribution Center.

Carve Out a Clear Path

Visualization is an important part of reaching any goal. Show clients side-by-side Monte Carlo projections and collaborate on options for success in our Interactive Goal Planner.

Real-time Planning at Its Finest

Immediacy is valuable. In the Decision Center, eMoney’s real-time collaborative planning module, demonstrate how various financial decisions affect your clients’ financial futures.

Navigate Common Needs

When basic planning insight is all you need, look to our Needs Analysis tool. Easily build presentations for clients on a number of common financial scenarios.

Learn More
Carve Out a Clear Path

Visualization is an important part of reaching any goal. Show clients side-by-side Monte Carlo projections and collaborate on options for success in our Interactive Goal Planner.

Learn More
Execute Expert-level Planning

The Advanced Planning solution is where the comprehensive nature of eMoney – and your expertise as a financial planning expert -- shines. Customize plans using dozens of advanced techniques and what-if scenarios.

Learn More
Real-time Planning at Its Finest

Immediacy is valuable. In the Decision Center, eMoney’s real-time collaborative planning module, demonstrate how various financial decisions affect your clients’ financial futures.

Learn More
Map their Legacy

Show clients how they can leave a lasting legacy with our interactive estate planning tool, the Distribution Center.

Learn More

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Hey Enterprises!

We work with you to customize and configure our tech to meet your unique needs.

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