Drive More Revenue with Interactive Planning Software

As the industry's leading wealth management platform, eMoney's interactive financial planning tools will help you drive new revenue and attract new clients. Build trust and strengthen client relationships with eMoney's comprehensive financial planning platform designed to help you enhance the experiences you offer.

Grow Your Business with Planning Today

Drive More Revenue with Planning

73%

of eMoney clients saw improved AUM since using eMoney

71%

of eMoney clients increase revenue since using eMoney

hands

70%

improvement in attracting new clients since using eMoney

Source: eMoney ROI Research, March 2021

eMoney's Planning and Marketing Solutions

Plus

planning

Leverage Foundational Planning’s intuitive, streamlined, goals-based solution to build more planning-led relationships and deliver more plans to more clients

INCLUDES:

Platform
Foundational Planning
Advanced Analytics

Pro

planning

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

INCLUDES:

Platform
Advanced Planning
Advanced Analytics

Premier

planning

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

INCLUDES:

Platform
Foundational Planning
Advanced Planning
Advanced Analytics

Growth

planning and marketing

Supercharge the growth of your planning business with an integrated Marketing solution that makes it easy to attract prospects, stay in touch with clients, and create plans—all from one place

INCLUDES:

Choice of Planning Package
Bamboo

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“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 Head Shot

Elizabeth Kesselman Vice President, Adviser Investments

Reach Peak Business Performance and Never Look Back

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