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Take Your Planning Relationships to the Next Level

Build trust, strengthen relationships, and succeed in today's competitive landscape by embracing the industry's leading wealth management platform. eMoney offers tools for financial plans, investment analysis, estate planning, and much more.

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eMoney's Planning Solutions Available to You

Plus

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
Advisor Assurance

Pro

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
Advisor Assurance

Premier

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
Advisor Assurance

Bamboo

Planning and Marketing

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

Add-on:

eMoney’s Marketing Solution
Advisor Assurance

Want to see these planning and
marketing tools in action?

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