A comprehensive financial planning platform designed to help you enhance the experiences you offer.

Our comprehensive wealth management platform is designed to meet the needs of modern financial advisors and their clients. The intuitive design provides advisors with everything they need to:

• Deliver exceptional service
• Build trust
• Inspire confidence
• Optimize client relationships

Our wealth management platform is designed to help advisors do what they do best—manage their client's wealth, streamline daily tasks, and focus on growing their business. This platform includes financial planning and performance reporting, client engagement tools, and more.

Discover how eMoney can help maximize your value, streamline the financial process, and simplify your clients' financial lives.Start your free trial today!

Expand from Tax Planning to Holistic Planning for Business Growth

Show clients the risks, vulnerabilities, and benefits of various estate planning scenarios. Work together to create strategies to protect their legacies. Use the comprehensive planning capabilities of eMoney to bring clarity and confidence to the estate planning process. These features include:

• Collaborative cash flow planning
• Interactive retirement income planning
• Robust what-if scenario planning
• Comprehensive tax calculations

Discover how eMoney financial planning software can simplify your clients' tax and estate planning needs. Start your free trial today!

A comprehensive financial planning platform designed to help you enhance the experiences you offer.

Life events—such as getting married or buying a house—can have a big impact on your clients' financial futures. It's your role as their financial advisor to help them make intelligent decisions about their money and help to protect them as life happens. Enhance your client conversations with interactive and collaborative experiences that promote engagement, foster a more profound understanding, and develop stronger advisor-client relationships.

eMoney is here to help support the growth of these relationships by leveraging a straightforward, guided workflow from data gathering to plan output—all designed to produce more comprehensive plans for more clients.

Are you interested in learning more? Schedule your free trial today and discover how eMoney can help streamline your business and maximize your value.

Connect accounts from hundreds of financial institutions across the country to power your platform-and your advice

Account aggregation allows you to see the big financial picture and take a comprehensive look at assets--both managed and held away--to fast-track your plan to become your clients' primary trusted advisor.

With connections to the financial intuitions your clients use most, you'll spend less time managing data and more time on the tasks that matter most.

With our innovative planning-led solutions, we help drive the advancement of financial businesses. The eMoney financial platform supports advisor-client relationships to develop a stronger understanding of client financial goals.

Discover how eMoney can help maximize your value, streamline the financial process, and simplify your clients' financial lives. Start your free trial today!

Build trust and strengthen client relationships with eMoney's comprehensive financial planning platform.

Your clients' financial needs and goals are constantly evolving, which is why they must work with an experienced financial professional to help them achieve those goals. The eMoney financial platform aids in the development and maintenance of advisor and client relationships with collaborative experiences. With consolidated end-to-end planning, interactive side-by-side scenario planning, and retirement planning, eMoney will showcase your expertise.

Discover how eMoney can help maximize your value, streamline the financial process, and simplify your clients' financial lives. Start your free trial today!