Leverage Foundational Planning’s intuitive, streamlined, goals-based solution to build more planning-led relationships and deliver more plans to more clients
Platform
Foundational Planning
Advanced Analytics
Advisor Assurance
Harness Advanced Planning to provide the most comprehensive cash-flow based capabilities to accommodate clients’ most complex planning needs
Platform
Advanced Planning
Advanced Analytics
Advisor Assurance
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
Platform
Foundational Planning
Advanced Planning
Advanced Analytics
Advisor Assurance
Add the eMoney Marketing solution, Bamboo, to your planning platform to easily attract prospects, stay in touch with clients, and create plans - all from one place
eMoney’s Marketing Solution
Advisor Assurance