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PLANNING FOR EVERY POSSIBILITY

See why 100,000+ financial professionals choose eMoney.

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OUR EXTENSIVE FINANCIAL PLANNING SOLUTIONS EMPOWER YOU AND YOUR CLIENTS TO TAKE
ACTION, SEE IMPACT, AND CELEBRATE WINS, TOGETHER.

BECAUSE YOU WANT TO


HELP YOUR CLIENTS REACH THEIR GOALS

Allow your clients to actively partner with you on their planning. With eMoney,
you can easily organize your clients’ data and map out the road to their goals,
all while stress testing for risks. 


94%

of advisors improved client engagement through eMoney.

BECAUSE YOU WANT TO


IMPROVE EFFICIENCY

Save time and money with one centralized product. Whether it’s generating
reports, updating plans, or reviewing client assets—make quick adjustments,
speed up data entry, and increase accuracy with eMoney’s financial planning
software. 


90%

of users reported improved business process and efficiency with eMoney.

BECAUSE YOU WANT TO


BUILD STRONGER CLIENT RELATIONSHIPS

Deepen your relationships by better engaging clients through interactive
financial planning tools that build confidence and lead to more productive
discussions. 


94%

of users reported improved client satisfaction with eMoney.

BECAUSE YOU WANT TO


INCREASE YOUR LEVEL OF SERVICE

Create visualizations of complex topics to answer ‘what-ifs’ and provide clients
with a clearer view of the future.


80%

of eMoney users report increased ability to attract new clients through the
interactive, engaging experience.


ACHIEVE YOUR GOALS AND THEIRS WITH EMONEY

We’re here to help you build the plan your clients need, regardless of their
financial situations.

Get Started


WHEN I STARTED, MY CLIENTS WERE MAINLY CONCERNED ABOUT CASH FLOW. BUT IN JUST A
FEW YEARS, THEIR FINANCIAL SITUATIONS BECAME MUCH MORE COMPLEX, AND EMONEY COULD
HANDLE THAT EVOLUTION. ”


ERIC ROBERGE, CFP®

Beyond Your Hammock

READ CASE STUDY


PRODUCT CAPABILITIES


 * MONTE CARLO ANALYSIS
   
   Leverage the ability to plan for every possibility and eventuality.


 * ACCOUNT AGGREGATION
   
   Bring together all of your client’s financial information to see it all in
   one place.


 * CLIENT PORTAL
   
   Build an always-on connection to your clients between meetings, with 24/7/365
   access to important updates and documents.


 * DECISION CENTER
   
   Deliver an interactive experience that will uncover the needs and potential
   pitfalls for every type of client.


 * PLAN SUMMARY
   
   Develop a personalized and custom experience that scales with you and your
   clients’ needs.

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Plus

A streamlined, goals-based financial planning solution for building more
planning relationships and delivering more plans to more clients.

Pro

The most comprehensive cash flow-based financial planning solution for
addressing clients’ most complex planning needs.

Premier

Goals-based and cash flow planning tools in a single platform that enables
planning for all clients regardless of financial situations.

Enterprise

Lean on our 20+ years of experience delivering planning-led solutions to
financial institutions of all sizes and take your planning business to the next
level.

VIEW ALL PRODUCTS


BEST PRACTICES AND THOUGHTFUL INSIGHTS FOR FINANCIAL PLANNING PROFESSIONALS

Resource Center

FEATURE


USING DATA TO EVOLVE YOUR CLIENT RELATIONSHIPS



CASE STUDIES


HOW EXPANDING FROM TAX TO HOLISTIC PLANNING LED TO 3000% GROWTH

CASE STUDIES


400% REVENUE GROWTH WITH EMONEY

CASE STUDIES


LONG-TIME EMONEY USERS CONTINUE TO EXPAND PLANNING SERVICES


SEE WHAT’S POSSIBLE WITH EMONEY

Are you searching for a solution that enables the deep analysis and
comprehensive planning functionality necessary to serve the complex needs of
your current and future clients?

Request a Demo

*All statistics on this page are from eMoney, ROI of eMoney Study, December
2023, n=701.


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100 Matsonford Rd., Suite 220
Radnor, PA 19087

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