Pro
Pro
Solve clients’ more complex planning needs, explore tradeoffs in real time, and guide clients toward smarter decisions with clarity and confidence with the most comprehensive cash-flow planning solution.
Why eMoney Pro?
Plan with confidence and bring clarity to complex financial situations with dynamic, comprehensive planning solutions.
Cash Flow Planning
Build comprehensive cash flow plans that turn complex financial lives into clear, actionable strategies that create trust and stronger client relationships. 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 >
eMoney Pro supports complex planning
Gain the most comprehensive cash flow capabilities to support every need, access CoPlanner to build plans faster, leverage an industry-leading Client Portal for seamless collaboration, and utilize powerful data aggregation and analytics to keep you connected and growing.
Sign-up to view a demo of eMoney Pro in action.
eMoney Pro Benefits
- Needs Analysis
- Decision Center
- Plan Comparisons
- 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.
Collaborate and Explore in Decision Center
Bring comprehensive plans to life with the industry’s most powerful collaborative planning solution. Decision Center intelligently surfaces potential planning actions, lets you explore multiple what-if scenarios, and demonstrates the impact of every decision in real time.
Powerful Plan Comparisons
Work with clients to review trade-offs, test different strategies, and align on the final plan that best fits each client’s goals, all within one collaborative experience.
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
The foundation of [our financial planning approach] is a well-developed cash flow plan from which all subsequent strategies flow. We needed a tech partner that would provide the best foundation.”
Patrick Swift, CFP®
Partner and President of Wealth Planning at Amplius Wealth
My team does very in-depth plans, and eMoney is the perfect tool to use for that. Clients love the visual element—it brings them the peace of mind that they will be able to achieve their goals.”
Luciana Macedo, CFP®, BFA
Director of Operations, CURO Financial and Insurance Solutions
Let’s Get Started
