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Because Confident Planning Starts Here

Our market-leading, best-in-class financial planning solutions enable you to build trusted plans, operate efficiently, and scale your business.

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Deliver dynamic plans that grow with you and your clients

As a market-leading provider of financial planning solutions, we deliver technology that helps you keep pace with your clients’ growth with a planning platform that can be as simple or complex as needed.

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Engage clients meaningfully, throughout the planning experience

The Client Portal allows you to provide an interactive experience that increases transparency and collaboration for your clients, resulting in successful, long-term planning relationships. 

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See the full picture, in real time

Our industry-leading account aggregation powers efficient and secure connections that allow you to create a complete view of your clients’ financial situations and build plans using reliable data. 

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Make data-driven decisions, from within the platform

The dashboard in Advisor Analytics enables you to uncover insights, spot business opportunities, track client engagement, and take actions that drive success. 

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Work smarter, not harder

Integrations with the industry’s most prominent wealth management software simplifies your day-to-day operations while maximizing the value of the plans you deliver. 

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Onboarding and Training

Training and coaching from eMoney experts to help ensure every user can learn and master the eMoney platform.

Client Support

Get answers to all of your eMoney questions from our award-winning support team of eMoney experts, available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.

Professional Services

Access to additional services when you need it—anything from data entry to plan development to consultative services.

Interested in learning more about our products?

Check out our products page so you can see how to take advantage of all these features at your firm.

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