logo-emxpro-w-emoney.png

Create More Plans for More Clients with emX® Pro

Request your Free Trial Today!  

emX® Pro helps you meet the diverse financial planning needs of your clients throughout their entire lifecycle. From basic and advanced interactive planning tools to value-added analytics and beyond, with emX® Pro you’re in the best position to deliver scalable financial planning  and develop stronger client relationships.

 

 

 


Embrace a True Technology Experience  

Here are a few of the planning features that emX® Pro offers.

 

Work together with clients using innovative & interactive planning modules

Build customized, holistic plans using advanced planning tools

Offer clients a personal financial management website with your brand

Use analytics to identify opportunities to  grow and scale your business

 


screenshot-distribution.png

Interactive Planning

Show clients how their decisions impact their financial futures with real-time, collaborative planning capabilities. Our interactive cash-flow planner, the Decision Center, allows you to simulate multiple planning scenarios in seconds. 

 

screenshot-goals.png

Advanced Planning

Create customized plans and presentations in half the time it takes you now, using dozens of essential planning techniques and what-if scenarios. Combine the leading-edge technology offered by emX® Pro with your expert advice to build your clients’ confidence in their financial well-being and become their primary, trusted advisor.

 

screenshot-clientsite.png

Innovative Client Website

With access to eMoney’s award-winning client portal, you can deliver the tech-driven experience your clients crave. And because information flows between the advisor and client sides of eMoney, feeding your financial plans with the best data available, you’ll save yourself time in the data gathering and plan-building processes.

 

screenshot-analytics.png

Business Analytics

eMoney helps both advisors and firms harness the power of their data to make well-informed business decisions. With a clear view into your client demographics, account holdings, client activity, and more, you can pinpoint strategic opportunities and create an action plan to grow your success.

 

 

A Comprehensive Financial Planning Solution with No Equal

 

emx-graphic.png

  • Powerful Aggregation Engine: Gain a consolidated view of your clients’ full financial pictures, including assets held away.

  • Deep Third-Party Integrations: Sync emX® Pro with the financial apps and software you use every day to create an efficient technology hub.

  • Essential Needs-based Analyses and Goal Planner: Fast, efficient, and easy-to-use planning modules

  • Unlimited Document Storage: Access important client documents and statements from anywhere.

  • And more!

 

Start Your Free Trial Today
Start Your Free Trial Now