Paint a Clear Picture of Your Client’s Financial Life

Plans develop and change over time. Market disruptions, job changes, health concerns, marriage, children and other various life events can all occur unexpectedly or without a set date in mind. And not all plans will be the same. But it all starts with a conversation with your clients.

Whether you’re demonstrating what-if scenarios in our interactive planning tools, providing an organized dashboard for your clients, or staying connected through our marketing solutions – eMoney is here to help you support your clients at each step of their financial journey.

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Show clients how they can reach their goals through eMoney's Planning and Marketing solutions.

Stay Connected to Your Clients

eMoney’s marketing and planning solutions enable you to have conversations to help identify goals and talk about how to reach them so you can then plan seamlessly across your client's entire lifecycle.


Stay connected to your clients and generate new business with a suite of marketing tools designed to help you accelerate growth.

Client Experience

With a view into your client’s complete financial picture, eMoney’s client portal provides a view so they can track progress toward their financial goals.

Financial Planning

Continue your conversation modeling recommendations so you can illustrate the potential impact and help your clients visualize the path to accomplish their goals and aspirations.

Ready to learn more about how eMoney’s solutions can support you in your holistic planning journey?

Have Questions?

Give us a call at 1-888-362-4612 or or visit us at
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