Planning Solutions to Grow and Scale Your Business
eMoney provides scalable solutions that meet a broad range of planning needs so you’ll always have the right tool for any situation.
- eMoney PLUS: Leverage an intuitive, streamlined, goals-based solution to build more planning-led relationships and deliver more plans to more clients
- eMoney PRO: Harness comprehensive cash flow-based capabilities to accommodate clients' most complex planning needs
- eMoney PREMIER: Combine goals-based and comprehensive cash flow-based planning capabilities for a truly integrated solution that enables planning for all clients regardless of financial situation, on a single platform
- eMoney GROWTH: Unlock the power of an integrated solution by merging eMoney planning (Plus, Pro, or Premier) and marketing tools (Bamboo) to deliver more plans and grow your client relationships
Bring client conversations to life with interactive and collaborative planning experiences that promote engagement and foster stronger relationships.
- Plan across the client lifecycle
- Engage your clients meaningfully
- Manage your practice efficiently and effectively
- Streamline your technology
- Grow your client relationships