Faster Planning. More Possibilities.
CoPlanner helps you build financial plans faster so you can extend high-quality planning to more clients. When you spend less time on analysis, you gain more time to engage clients and prospects, strengthen relationships, and unlock opportunities for growth.
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Planning Drives Growth
When planning leads the advisor-client relationship, growth follows. Firms that deliver deeper planning see 41% higher revenue growth.1
CoPlanner makes that level of planning easier to scale. It reduces plan‑building time in eMoney by up to 48%,2 allowing you to extend high‑quality planning to more clients.
This creates more time to build trust and grow your business.
How CoPlanner Works
With a single click, CoPlanner analyzes your client’s data and instantly surfaces a range of planning strategies for you to review. You choose what’s evaluated and what becomes part of the final plan.
It speeds things up while keeping you in control.
With eMoney CoPlanner, you can…
- Serve More Clients
- Increase Efficiency
- Accelerate Growth
CoPlanner speeds up plan‑building, helping you serve more clients.
48% |
Research shows CoPlanner users can save up to 48% of their time building financial plans in eMoney.2 |
Faster plan creation helps you keep planning central to every client conversation.
93% |
of advisors report getting more clients into financial plans using eMoney.1 |
More time for clients and prospects means more pathways to growth.
5hr |
Advisors who reinvest 5 hours per week in engaging clients and prospects can potentially generate $270,000 in new revenue per year.3 |
Discover what CoPlanner can do.
Explore how you can serve more clients, work more efficiently, and accelerate growth.
1. eMoney CoPlanner Beta Internal Research, 2025
2. eMoney Value of Financial Planning Study, November 2025 Quantitative survey, n= 1,617
3. Fidelity The Time-Value Equation: Optimizing time to unlock growth (2025) – https://clearingcustody.fidelity.com/insights/topics/running-your-business/time-value-equation-optimizing-time-unlock-growth
