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Financial Planning Software

future-oriented, Technology Driven

E-Money

Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of our client. Integrated solutions help you meet the evolving needs—from basic to complex.

01

Foundational Planning

  • Streamlined, modular workflow
  • Consolidated end-to-end planning experience
  • Focused on client goals
  • Interactive side-by-side scenario planning

02

Advanced Planning

  • Collaborative cash flow planning
  • Interactive retirement income planning
  • Robust what-if scenario planning
  • Comprehensive tax calculations

03

Advisor/Client Experience

  • Client Portal
  • Account Aggregation
  • Collaboration
  • Spending & Budgeting
  • Mobile Access
  • Alerts & Tasks
  • Screen Sharing
  • Customizable views of all your relationships

Streamline Your Tech Stack

Built for the way you work, our integrations provide access to the technology you need, when and where you need it. Everything you need to reach and engage digitally—all from within the eMoney platform.

Choose your plan

Individual

Personal Plan
$ 30 Per Month
  •  

Small Business

2-99 Employees
$ 50 Per Month
  •  

Enterprise

100+ Employees
$ 100 Per Month
  •  

personal service

eMoney is more than just world-class financial planning software. Whether it’s helping you collaborate on financial plans, or managemultiple accounts, the eMoney platform is built for scale. All so you can spend more time planning for the future.

Data Aggregation

Power your eMoney experience with data that delivers a reliable and comprehensive view of your assets both under management and held away.

Data Exports

Create a single point of truth when you pull data from eMoney and import it into your back office tools.

Make Data-driven Decisions

ADVANCED ANALYTICS

Gain visibility into your held-away assets to identify new opportunities.

Streamline documentation and archival of key advisor-client interactions throughout the entire financial planning process.

We Will Help You Every Step Of The Way

Our training team is available for in-person and virtual training sessions and success coaching to help users master the eMoney platform.

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