Take Your Success to the Next Level with eMoney

Build trust, strengthen relationships, and succeed in today's competitive landscape by embracing the industry's leading wealth management platform.

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First Name*

Last Name*

Phone Number*

Email Address*

Please provide your existing email. You can change this at any time in your eMoney Settings.

CRD #*

Please provide your CRD # found in your OneHub profile.

Company Name*

State*

Osaic Affiliation*

Osaic Wealth (Legacy Osaic FA)

Osaic Wealth (Legacy Osaic FS)

What package are you interested in?*

Do you want to add Bamboo?*

Do you have support staff that needs a license?*

Support User Information*

Please enter name, admin CRD # (found in OneHub Profile), current email and phone #, or 'NA' if not applicable

* If MoneyGuide Elite or Advanced Elite are selected, additional setup is required by Financial Professional to integrate MG through eMoney once access has been granted. Please see eMoney to MoneyGuide Checklist

Current eMoney users switching to eMoney Base or MoneyGuide Elite will lose access to prior planning scenarios & plans, client Facts will be retained.

eMoney's Suite of Wealth Management Solutions

Base Platform

Meet your clients' growing expectations.

eMoney's advisor dashboard, client portal, and aggregation all designed to provide an unmatched client experience.

Foundational Planning Package

Quickly build and compare multiple options for achieving goals.

An intuitive, streamlined solution for advisors looking to building planning-led relationships and deliver more plans to more clients.

Advanced Planning Package

Easily present and compare various estate planning techniques.

An all-in-one, comprehensive wealth-management solution, with the industry’s most robust interactive and advanced planning capabilities.

MoneyGuide Elite

Enterprise eMoney Base Platform
MoneyGuide Elite

Advanced Elite

Enterprise eMoney Base Platform
eMoney Advanced Planning
eMoney Foundational Planning
MoneyGuide Elite

Core Platform Features

Advisor Dashboard
Digital Advice Platform
Mobile Web App
Reports

Client Portal
Digital Lead Capture
Award Winning Customer Support

Digital Document Storage
Screen Sharing
Alerts & Alarms

Account Aggregation
Integrations
Data Security

Bamboo is eMoney's digital marketing solution designed to empower advisors with everything they need to reach and engage clients digitally and grow their business – all within the eMoney platform.

Custom-branded content campaigns for generating leads
Library of 2500+ articles, emails, newsletters, infographics, and more
Easy navigation and integrated with the eMoney dashboard
High-impact videos
Onboarding materials
Easy sharing to social media with suggested social posts
Email analytics for tracking and monitoring engagement

All the digital resources you need for a complete marketing toolkit.

CONTACT INFORMATION

If you have any questions about eMoney's solution and services, please call

1-888-362-4612 or or visit us at www.emoneyadvisor.com