Planning
Unlock the full potential of your clients’ financial journeys with comprehensive goals-based and cash flow planning tools that effortlessly handle complexity, ensuring you stay ahead of evolving client needs.
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Confidently plan for every possibility
Delivering deeply personalized, comprehensive plans that consider your client’s complete financial picture showcases your expertise and increases long-term confidence.
By planning with eMoney, you can
- Elevate client engagement
- Enhance your growth
- Stay ahead of evolving needs
Deliver plans seamlessly and delight your clients with dynamic tools that visualize the impact of actions and update in real-time.
94% |
of eMoney users say their clients are more satisfied because of eMoney.1 |
Keep your value front and center while building trust and growing assets under management with comprehensive, dynamic planning tools.
Learn how Beyond Your Hammock grew AUM almost 6 times in 4 years with eMoney.
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Have confidence your clients will never outgrow your planning capabilities with a platform that can effortlessly tackle complex scenarios and has unparalleled reporting capabilities and accuracy.
91% |
of financial professionals surveyed agree eMoney is the leader in financial planning technology.2 |
Interested in learning more about our financial planning tools?
Check out our products page so you can see how to take advantage of this feature at your firm.
1 eMoney ROI Survey – December 2023, n=701
2 eMoney Planning Competitive Intelligence Quant – April 2023
