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# Planning for Every Possibility

See why 100,000+ financial professionals choose eMoney.

Get Started

## Our extensive financial planning solutions empower you and your clients to take action, see impact, and celebrate wins, together.

#### Because you want to
## Help your clients reach their goals

Allow your clients to actively partner with you on their planning. With eMoney, you can easily organize your clients’ data and map out the road to their goals, all while stress testing for risks.

## 94%

of advisors improved client engagement through eMoney.

#### Because you want to
## Improve efficiency

Save time and money with one centralized product. Whether it’s generating reports, updating plans, or reviewing client assets—make quick adjustments, speed up data entry, and increase accuracy with eMoney’s financial planning software.

## 90%

of users reported improved business process and efficiency with eMoney.

#### Because you want to
## Build stronger client relationships

Deepen your relationships by better engaging clients through interactive financial planning tools that build confidence and lead to more productive discussions.

## 94%

of users reported improved client satisfaction with eMoney.

#### Because you want to
## Increase your level of service

Create visualizations of complex topics to answer ‘what-ifs’ and provide clients with a clearer view of the future.

## 80%

of eMoney users report increased ability to attract new clients through the interactive, engaging experience.

## Achieve your goals and theirs with eMoney

We’re here to help you build the plan your clients need, regardless of their financial situations.

Get Started

## When I started, my clients were mainly concerned about cash flow. But in just a few years, their financial situations became much more complex, and eMoney could handle that evolution.”

### Eric Roberge, CFP®

Beyond Your Hammock

Read Case Study

## Product Capabilities

- ### Monte Carlo Analysis

Leverage the ability to plan for every possibility and eventuality.
- ### Account Aggregation

Bring together all of your client’s financial information to see it all in one place.
- ### Client Portal

Build an always-on connection to your clients between meetings, with 24/7/365 access to important updates and documents.
- ### Decision Center

Deliver an interactive experience that will uncover the needs and potential pitfalls for every type of client.
- ### Plan Summary

Develop a personalized and custom experience that scales with you and your clients’ needs.

Plus

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

Pro

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

Premier

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

Enterprise

Lean on our 20+ years of experience delivering planning-led solutions to financial institutions of all sizes and take your planning business to the next level.

VIEW ALL PRODUCTS

## Best practices and thoughtful insights for financial planning professionals
Resource Center

#### Feature
### Using Data to Evolve Your Client Relationships

#### Case Studies
### How Expanding from Tax to Holistic Planning Led to 3000% Growth

#### Case Studies
### 400% Revenue Growth with eMoney

#### Case Studies
### Long-time eMoney Users Continue to Expand Planning Services

## See what’s possible with eMoney

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?

Request a Demo

\*All statistics on this page are from eMoney, ROI of eMoney Study, December 2023, n=701.

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## ADDRESS

Four Radnor Corporate Center
100 Matsonford Rd., Suite 220
Radnor, PA 19087

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