No matter the size or scope of your firm, eMoney has product and pricing options that can meet your unique business needs.
- Customized firm and client experiences
- Scalable financial planning tools to meet mass-market needs
- Flexible configuration options
- Powerful account aggregation
- Deep third-party integrations
- Award-winning customer service, training & success coaching at scale
- Dedicated relationship managers
See below for a list of release dates of our featured products.
New enterprise-focused products:
OFFICE ANALYTICSRobust analytics and reporting at office level, providing access to firm-wide insights, turning data into decisions that produce business opportunities.
Launch Date: November 2016 with ongoing enhancements; available now
ADVISOR ASSURANCEOffice-level compliance to provide firm-level decision makers the oversight and insight needed for long-term and scalable growth.
Launch Date: April 4
DIGITAL ADVICELeveraging the recently launched features of self-registration and automated onboarding, advisors and firms with Fidelity brokerage integration enabled can offer account opening and management through AMP, co-developed with Fidelity. Launch Date: Q3 2017
ADVISOR BRANDED MARKETINGA marketing toolkit offering custom-branded, automated marketing campaigns to generate and nurture client networks.
Launch Date: Q3 2017
API InTEGRATIONAn open API strategy to enable greater freedom and flexibility through integration. Launch Date: Q4 2017
SIMPLIFIED PLANNINGA new planning tool that takes a goals-based approach to meet the basic needs of more investors. Launch Date: Q1 2018