Our market-leading, user-friendly financial planning platform enables you to build trusted plans, operate efficiently, and scale your business. Provide a casino adrian secure and real time environment where clients can view or interact with their plans, depending on which portal option you choose. Are you searching for a solution that enables the deep analysis and comprehensive planning functionality necessary to serve the complex needs of your current and future clients? Create visualizations of complex topics to answer ‘what-ifs’ and provide clients with a clearer view of the future.
Unlock enhanced features designed to boost engagement, collaboration, and business growth. Upgrade to the Premium Client Portal for a more interactive experience with additional features that enhance client engagement and foster deeper relationships. EMoney supports financial organizations of all sizes including leading banks, broker-dealers, and RIAs.
Goals-based and cash flow planning tools in a single platform that enables planning for all clients regardless of financial situations. We’re here to help you build the plan your clients need, regardless of their financial situations. With eMoney, you can easily organize your clients’ data and map out the road to their goals, all while stress testing for risks. Our training team offers personalized success coaching for getting started and virtual training sessions to help ensure you feel confident that you and your practice are doing all you can with eMoney. That to me is the biggest difference-maker in eMoney as a technology partner, not just a technology provider.” – John Colucci, CRPC®, The Colucci Group “I have found that I could spend the next 10 hours of my life building something out, but if I call eMoney they understand my objectives and walk me through how to get it done.
Integrations with the industry’s most prominent wealth management software simplifies your day-to-day operations while maximizing the value of the plans you deliver. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results and allows our employees to thrive. Additionally, with each new hire, we partner with One Tree Planted to plant a tree to symbolize new growth on our team. In 2025, we collectively donated more than $30,000 to more than 100 organizations that matter most to our employees. We also encourage peer-to-peer recognition through an internal rewards system by which employees have recognized one another for more than 40,000 inspirational moments over the last two years.
