One Platform for Any Journey

With solutions to support any type of client, through any type of situation, you can confidently guide your clients anywhere they want to go, using the planning method you prefer.

Plus

A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients.

Perfect for advisors who need:

to be able to quickly create a plan
a solution to serve clients with basic planning needs
a scalable, personalized client experience

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Pro

The most comprehensive cash flow-based financial planning solution for addressing clients’ most complex planning needs.

Perfect for advisors who need:

to support clients who have complex planning situations
robust tools that match the high level of planning provided
interactive planning technology to help clients visualize the impact of their decisions

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Premier

Goals-based and cash flow planning solutions in a single platform that enables planning for all clients regardless of financial situations.

Perfect for advisors who need it all.

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Enterprise

We empower enterprises to expand their financial planning capabilities for clients at every stage of the client journey, to leverage data across their organization through APIs and aggregation tools, and to create customized yet scalable client experiences.

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All products include

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Client Portal
Secure file sharing and storage
Spending and budgeting tools
Business analytics
Insights and data
Industry-leading account aggregation
Powerful integrations

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.