Planning
Successfully engage and retain clients of all financial complexities with a full spectrum of planning solutions that enable a consistent and meaningful planning experience.
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Confidently plan for every possibility
Deliver plans seamlessly and delight your clients with the solutions you need to succeed at every level of planning—from individual goals to holistic financial plans.
- 94% of eMoney users say their clients are more satisfied because of eMoney.1
- 90% of eMoney users saw improvements in business efficiency by saving time, money, and resources.1
- 87% of financial professionals surveyed agree eMoney is the most comprehensive financial planning solution.2
Why plan with eMoney?
eMoney enables right-sized planning conversations across your book of business, creating a clear path to more comprehensive planning as your clients’ needs evolve.
By planning with eMoney, you can
- Targeted Planning
- Goals-based Planning
- Cash Flow Planning
Engage prospective clients through a focus on individual goals with modules on topics such as retirement, education savings, or life insurance.
Ideal for:
Generating interest in financial solutions with limited time and data.
Deliver holistic, goal-based plans in minutes for clients early in their financial journeys or those seeking comprehensive plans with less complex needs.
Ideal for:
Quickly creating impactful, client-friendly plans.
Simplify complex financial scenarios with comprehensive and collaborative cash flow planning tools—making it easy to visualize the impact of your recommendations in real time.
Ideal for:
Addressing intricate topics like estate planning, tax strategies, and more with clear visuals and collaborative experiences.
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 of eMoney Study, February 2024, n=701
2 eMoney, Competitive Branding Assessment, July 2024, n=394
