Premier
Premier
The complete eMoney experience, combining all planning tools and our Premium Client Portal into one connected platform. Premier gives you everything you need to accelerate plan creation and deliver personalized advice across your entire client base.
Why eMoney Premier?
Enhance every client interaction with a comprehensive platform that brings together the best of eMoney Plus and eMoney Pro, along with our Premium Client Portal.
Goals-based & Cash Flow Planning
Combine goals-based and comprehensive cash flow planning and deliver the right conversation at the right time for every client’s unique needs. Learn More >
Premium Client Portal
Our enhanced client experience delivers interactive tools that boost engagement, strengthen collaboration, and drive growth. 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 >
eMoney Premier is your single source for planning
Have everything you need in one platform—from the intelligence of CoPlanner for faster plans, to the Premium Client Portal with sleek mobile access and custom branding. You can also leverage powerful data aggregation and analytics to keep you connected and growing.
Sign-up to view a demo of eMoney Premier in action.
eMoney Premier Benefits
- Needs Analysis
- Foundational Planning
- Advanced Planning
- Premium Client Portal
- CoPlanner
Engage Prospects Quickly with Needs Analysis
Start conversations that create an immediate impact. Deliver quick, targeted analyses for individual goals like retirement, education, and protection. Generate interest fast and open the door to deeper, planning conversations.
Build Holistic Plans with Foundational Planning
Go beyond single-goal conversations when the time is right. Foundational Planning empowers advisors with a streamlined, intuitive planning workflow that shows the full picture clearly and confidently.
Explore Complex Strategies with Advanced Planning
Model advanced scenarios, explore what-ifs, and demonstrate how each decision shapes your clients’ financial lives using Decision Center’s powerful collaborative tools designed for interactive planning conversations.
Stronger Client Engagement
Interactive tools, a mobile app, and enhanced branding keep clients engaged, while you gain the insights needed for more meaningful collaboration.
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
One size doesn’t fit all, and to be able to use one platform to meet people wherever they are on their journey, and help get them to where they’re best served, that’s core to our values.”
Mark Bradford CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®
Director of Wealth Planning, Bryn Mawr Trust
eMoney is the hub that can help us service all of our clients’ needs, which is important as very few firms can deliver the breadth of services that we can deliver: a personalized, multi-tiered offering where clients can grow.”
Jamie Hopkins Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Chief Wealth Officer, Bryn Mawr Trust
Let’s Get Started
