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 while quickly delivering more plans to more clients.

Includes:

Topical Planning
Goals-based planning
CoPlanner
Client Portal
Market-leading account aggregation
Spending and budgeting tools
Insights and data
Secure file sharing and storage
Business analytics
Powerful integrations

Advanced

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

Includes:

Topical Planning
Goals-based planning
Cash flow-based planning
CoPlanner
Premium Client Portal
Market-leading account aggregation
Spending and budgeting tools
Insights and data
Secure file sharing and storage
Business analytics
Powerful integrations