One Platform for Any Journey
With solutions to support every client and situation, you can confidently guide your clients wherever they want to go, using the planning method that works best for you.
Plus
A streamlined, goals-based financial planning solution for building more planning relationships while quickly 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 needs
- a scalable, personalized client experience
eMoney Plus 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
Premier
Goals-based and cash flow planning solutions in a single platform that enables planning for all clients regardless of financial situations.
Perfect for advisors who need it all.
eMoney Premier 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
Pro
The most comprehensive cash flow financial planning solution for addressing clients’ most complex planning needs.
Perfect for advisors who need:
- 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
eMoney Pro Includes:
- Topical Planning
- Cash flow-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
Trusted by Top Firms Nationwide
eMoney supports financial organizations of all sizes including leading banks, broker-dealers, and RIAs.
Enterprise
We empower enterprises to expand their financial planning capabilities for clients at every stage of the client journey, to leverage data across their organization through APIs and aggregation tools, and to create customized yet scalable client experiences.
Frequently Asked Questions:
What is eMoney, and who is it built for?
eMoney is a platform built for financial advisors who want to grow through planning and deepen client engagement. It supports everything from simple goal conversations to advanced cash flow planning, with client portal, aggregation, and collaboration tools in one place.
What’s the difference between Plus, Pro, and Premier?
Each package supports a different planning approach.
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- Plus focuses on streamlined, holistic goals-based planning.
- Pro supports comprehensive and advanced cash flow planning.
- Premier includes everything you need in one platform, including both goals-based and cash flow-based planning tools, along with our Premium Client experience and mobile app.
You choose the package that aligns with how you engage clients today and how you plan to grow.
How does eMoney help advisors grow revenue?
Advisors who prioritize planning as a value driver see stronger business growth. eMoney helps you scale planning efficiently, surface opportunities across your book of business, and engage more clients in meaningful conversations. The result is more retention, more referrals, and more revenue-generating opportunities.
What is CoPlanner and why is it important?
CoPlanner helps you build financial plans faster and move from analysis to advice more efficiently. You decide the target probability of success and what it evaluates based on your client’s situation. CoPlanner analyzes the client’s facts and generates multiple strategies for you to review, refine, and ultimately decide what goes into the plan.
What does onboarding and switching look like?
eMoney offers guided onboarding, live training, and data migration support to help you transition smoothly. Whether you’re moving from spreadsheets or another planning platform, the goal is simple: get you up and running quickly so you can focus on serving clients.
Integrations
Deliver value-adding access to the financial technology applications your firm relies on most.
Services and Support
Support included with all products
Onboarding and Training
Training and coaching from eMoney experts to help ensure every user can learn and master the eMoney platform.
Client Support
Get answers to all of your eMoney questions from our award-winning support team of eMoney experts, available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET.
Professional Services
Access to additional services when you need it—anything from data entry to plan development to consultative services.
Achieve your goals and theirs with eMoney
