73%

of eMoney clients saw improved AUM since using eMoney

71%

of eMoney clients increase revenue since using eMoney

70%

improvement in attracting new clients since using eMoney

Source: eMoney ROI Research, March 2021

eMoney's Planning and Marketing Solutions

Plus

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Foundational Planning
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Harness Advanced Planning to provide the most comprehensive cash-flow based capabilities to accommodate clients’ most complex planning needs

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Advanced Analytics

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Combine Foundational Planning and Advanced Planning for a truly integrated solution that enables planning for all clients regardless of financial situation, on a single platform

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Advanced Planning
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Bamboo

“We’re elevating the conversation around planning in eMoney. eMoney is core to our planning process, as well as to our overall client engagement strategy through the portal. I’m excited for what the future holds.

Elizabeth Kesselman Vice President, Adviser Investments

Drive More Revenue with Interactive Planning Software

73%

71%

70%

eMoney's Planning and Marketing Solutions

Plus

INCLUDES:

Pro

INCLUDES:

Premier

INCLUDES:

Engage

INCLUDES:

“We’re elevating the conversation around planning in eMoney. eMoney is core to our planning process, as well as to our overall client engagement strategy through the portal. I’m excited for what the future holds.

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