emoneyadvisor.com
Open in
urlscan Pro
23.73.241.246
Public Scan
URL:
https://emoneyadvisor.com/
Submission: On June 06 via api from US — Scanned from US
Submission: On June 06 via api from US — Scanned from US
Form analysis
2 forms found in the DOMGET https://emoneyadvisor.com
<form role="search" method="get" class="searchform" action="https://emoneyadvisor.com">
<div class="flex max-w-[749px] mx-auto py-7">
<button type="submit" class="pr-10 w-52 focus:ring-4 focus:outline-none focus:ring-blue-300 text-space-blue paragraph-sm">Search eMoney</button>
<input type="search" aria-label="Search" value="" name="s" id="searchform-default" class="w-full type-iota border border-[#EAEAEA] focus:ring-blue-500 focus:border-blue-500 px-6 py-4" placeholder="Search" required="">
</div>
</form>
GET https://emoneyadvisor.com
<form class="mt-4 mb-7 searchform" role="search" method="get" action="https://emoneyadvisor.com">
<div class="flex">
<div class="relative w-full">
<input aria-label="Search" class="block w-full p-3 border-none type-paragraph-sm focus:ring-blue-500 focus:border-blue-500" placeholder="Search eMoney" value="" name="s" required="">
<button type="submit" class="absolute top-0 right-0 bottom-0 p-2.5 focus:ring-4 focus:outline-none focus:ring-blue-300">
<svg aria-hidden="true" width="15" height="16" viewBox="0 0 15 16" fill="none" xmlns="http://www.w3.org/2000/svg">
<line x1="13.5858" y1="14.5" x2="10" y2="10.9142" stroke="#1A2856" stroke-width="2" stroke-linecap="round"></line>
<circle cx="6.5" cy="7" r="5.5" stroke="#1A2856" stroke-width="2" stroke-linecap="round"></circle>
</svg>
<span class="sr-only">Search eMoney</span>
</button>
</div>
</div>
</form>
Text Content
Skip to content Open main menu * Why eMoney? * Why eMoney? * Planning * Client Portal * Aggregation * Advisor Analytics * Integrations * Products * Products * Plus * Pro * Premier * Enterprise * About * About * Leadership * Careers * Contact * Services and Support * Resources * Resources * Case Studies * News * Events * Blog * Summit Log In Free Trial Search eMoney Search eMoney * Why eMoney? Back * Why eMoney? * Planning * Client Portal * Aggregation * Advisor Analytics * Integrations * Products Back * Products * Plus * Pro * Premier * Enterprise * About Back * About * Leadership * Careers * Contact * Services and Support * Resources Back * Resources * Case Studies * News * Events * Blog * Summit Log In PLANNING FOR EVERY POSSIBILITY See why 100,000+ financial professionals choose eMoney. Get Started 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. This video has no audio This video has no audio This video has no audio 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. * About Us * Leadership * Careers * Contact LinkedIn page X page Facebook page ADDRESS Four Radnor Corporate Center 100 Matsonford Rd., Suite 220 Radnor, PA 19087 ©2024 eMoney Advisor, LLC. * Privacy * Security * Developer Site * Code of Conduct * Disclosure * California Applicant Privacy Disclosures Do Not Sell or Share My Personal Information Our site uses cookies. By continuing to use our site, you are agreeing to ourCookie Policy Do Not Sell or Share My Personal Information Accept Cookies COOKIE PREFERENCES Your Opt Out Preference Signal is Honored * OVERVIEW * ALLOW SALES AND SHARING FOR CROSS-CONTEXT BEHAVIORAL ADVERTISING * MORE INFORMATION OVERVIEW Our website uses cookies and tracking technologies (collectively, "Cookies") to understand website performance, enhance our marketing efforts, and serve more relevant content and advertisements to you. This preference center allows you to opt out of the disclosure of personal information we collect through certain Cookies, including opting out of Sales and Sharing for Cross-Context Behavioral Advertising for residents of California (as those capitalized terms are defined by the California Consumer Privacy Act (CCPA)). You can exercise this opt out by changing the toggle in the tab below. Please note that your preferences are applied on a browser and device basis, and you will need to set your Cookie preferences for each browser and device you use to access our website. If you clear the Cookies on your device or browser, you may need to set your Cookie preferences again. You must click on the "Confirm My Choices" button to make your changes effective. For more information about our privacy practices you can visit our Privacy Notice. ALLOW SALES AND SHARING FOR CROSS-CONTEXT BEHAVIORAL ADVERTISING Allow Sales and Sharing for Cross-Context Behavioral Advertising Yes Cookies and similar tracking technologies Certain third parties (such as our advertising partners) may collect personal information about you using cookies and similar tracking technologies (together, “Cookies”) when you use our website. Some of these Cookies may make personal information available in a manner that is considered a Sale or Sharing for Cross-Context Behavioral Advertising under the CCPA. To opt out of these uses of your personal information via Cookies, please slide the toggle above to the left. If you later change your mind, you can opt back in to the Sale or Sharing for Cross-Context Behavioral Advertising of your personal information through Cookies by sliding toggle to the right so that it says YES. When we detect an opt-out preference signal, we will opt-you out of Sales or Sharing for Cross-Context Behavioral Advertising. As a consumer you may have engaged with us in other ways than just visiting our website. If you want us to update our internal records so we do not disclose your personal information with a third party in a way, other than through Cookies, that may be considered a Sale or Sharing for Cross-Context Behavioral Advertising under the CCPA, please submit your request using this webform. Please Note: * Opting-out will not affect our ability to personalize your experience on our website and you may still receive non-personalized advertisements that do not rely on Selling or Sharing for Cross-Context Behavioral Advertising to our advertising partners. * Because of the way some third parties operate, you may need to also opt-out on other browsers and devices you use. * Cookie-enabled opt-out signals may no longer be effective if you block or clear cookies. MORE INFORMATION You can learn more about our privacy practices by visiting here. Back Button COOKIE LIST Filter Button Consent Leg.Interest checkbox label label checkbox label label checkbox label label Clear checkbox label label Apply Cancel Confirm My Choices Allow All