You are the guide for your clients on their journeys to financial peace of mind. As your partner in this role, eMoney consistently provides you with new features and enhancements that make it easier to navigate the road ahead with a clear, engaging, and collaborative planning experience.
See what's new to help you bring more plans to more people.
With Monte Carlo Solvers in eMoney, it's easy to set your client's desired probability of success and see how to achieve the results they are seeking—without having to wonder, guess, or make multiple adjustments.
With the eMoney Client Portal, you can provide clients with a real-time, on-demand financial experience that strengthens your relationships and keeps you at the forefront of digital trends. Offer your client an interactive and collaborative experience that promotes engagement and utilization, and foster deeper, stronger relationships.
