Take Your Planning Relationships to the Next Level

eMoney has partnered with Axtella to offer you comprehensive financial planning solutions to support the diverse needs of your clients. As the industry's leading wealth management platform, eMoney will help you build trust and strengthen client relationships in today's competitive landscape.

Fill out the form today to drive your business growth tomorrow.

Base

A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients.

Perfect for advisors who need:

to be able to quickly create a plan
a solution to serve clients with basic planning needs
a scalable, personalized client experience

Advanced

Goals-based and cash flow planning solutions in a single platform that enables planning for all clients regardless of financial situations.

Get all the benefits of Base plus:

to support clients who have complex planning situations
robust tools that match the high level of planning provided
interactive planning technology to help clients visualize the impact of their decisions