Financial Planning Software
future-oriented, Technology Driven
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.
- Streamlined, modular workflow
- Consolidated end-to-end planning experience
- Focused on client goals
- Interactive side-by-side scenario planning
- Collaborative cash flow planning
- Interactive retirement income planning
- Robust what-if scenario planning
- Comprehensive tax calculations
- Client Portal
- Account Aggregation
- 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
Small Business2-99 Employees
Make Data-driven Decisions
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.