Meet the Evolving Needs of Your Clients with eMoney

For over 15 years, eMoney has been a trusted partner of MassMutual, providing comprehensive planning-led solutions to help advisors build trust by demonstrating tangible outcomes for complex, real-world scenarios.

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Please check if you agree to the below statement:*

I affirm the following for myself and/or other users for whom I am purchasing a license: I am a registered representative of MML Investors Services (MMLIS), if purchasing an advisor license, have completed required PFV Training in MMLIS Distance Learning, and my General Agent or other supervisory delegate has approved my use of PFV.

If I plan to use PFV for financial planning, I also attest that I have been approved by my General Agent or other supervisory delegate to offer financial planning services.

eMoney's Planning Solutions Available to You

PFV Select

Basic, collaborative planning capabilities and essential practice management solutions that are easy-to-use, easy-to-follow, and easy-to-present to your clients.

INCLUDES:

Account Aggregation
Needs Analysis
Goal-based Planner
Basic Analytics
Client Portal
Advisor Dashboard

PFV Pro

Comprehensive financial solution that includes everything you need to run your business and meet your clients' expectations.

INCLUDES

All eMoney PFV Select Features PLUS:
Interactive Cash Flow Planning
Interactive Estate Planning
Advanced Planning
Digital Advice Platform
200+ Reports

Bamboo

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