Plus
Plus
Deliver financial plans quickly and scale high-impact planning across a broad client base with an intuitive, goals-based financial planning solution.
Why eMoney Plus?
Scale your planning with simple, goals-based tools that help you engage more clients and drive impact.
Goals-based Planning
Build streamlined, goals-focused financial plans that help you move clients from conversation to action quickly and confidently. Learn More >
Client Portal
Give clients access to their full financial picture so they can track progress toward their goals, monitor spending, and stay connected to their plan. Learn More >
CoPlanner
Reduce the time it takes to develop planning strategies so you can extend planning to more clients. Learn More >
Powerful Integrations
Connect with leading industry platforms to keep data consistent and streamline your day-to-day workflow. Learn More >
Scale Your Impact with eMoney Plus
Harness the built-in intelligence of CoPlanner to create plans faster, leverage an industry-leading Client Portal for seamless collaboration, and tap into powerful data aggregation and analytics to stay connected and drive growth.
Sign-up to view a demo of eMoney Plus in action.
eMoney Plus Benefits
- Needs Analysis
- Foundational Planning
- Intelligent Workflows
- CoPlanner
Engage Clients Quickly with Needs Analysis
For clients with specific priorities like retirement, education, or life insurance, Needs Analysis enables you to deliver quick, targeted planning for individual goals. It’s scalable, intuitive, and helps open the door to deeper, more comprehensive planning conversations.
Build Holistic Plans with Foundational Planning
When it’s time to go beyond a single goal, Foundational Planning empowers you to build holistic, goals-based plans in minutes. Streamlined workflows and side-by-side comparisons help you personalize strategies, explore alternatives, and deliver clear recommendations that build client confidence.
Save Time with Intelligent Workflows
eMoney Plus simplifies scaling your client planning with intelligent workflows that automatically update based on your data entries, and built-in intelligence that generates real-time planning actions for your consideration.
Plan Faster with CoPlanner
Create financial plans up to 48% faster with automated insights that turn client data into ready‑to‑use planning actions.
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.
How others transformed their services
What eMoney helps us do is focus on the results—whether a client can do the things we originally planned for them.”
Jason Howell, CFP®, CPWA®, CSRIC®
President and Family Wealth Advisor, Jason Howell Company
Our financial planning is all built around eMoney. It’s at the heart of our planning strategy.”
Erin Voisin, CFP®, CFP®, EA, MS, CDFA®, ChFC®
Managing Director, Wealth Management Services, EP Wealth
Let’s Get Started
