A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Our industry-leading account aggregation consolidates data for a single, complete view of your clients’ financial situations with reliable data for building plans. From building complex scenarios to informing solutions inside and outside of our technology offerings, they help meet the evolving needs of you and your clients. The most comprehensive cash flow-based financial planning solution for addressing clients’ most complex planning needs. Deepen your relationships by better engaging clients through interactive financial planning tools that build confidence and lead to more productive discussions. EMoney excels in comprehensive planning solutions that adapt to simple or complex needs—enabling right-sized planning conversations across your business.
Integrations with the industry’s most prominent wealth management software simplifies your day-to-day operations while maximizing the value of the plans you deliver. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results and allows our employees to thrive. Additionally, with each new hire, we partner with One Tree Planted to plant a tree to symbolize new growth on our team. In 2025, we collectively donated more than $30,000 to more than 100 organizations that matter most to our employees. We also encourage peer-to-peer recognition through an internal rewards system by which employees have recognized one another for more than 40,000 inspirational moments over the last two years.
Unlock enhanced features designed to boost engagement, collaboration, and business growth. Upgrade to the Premium adrian casino Client Portal for a more interactive experience with additional features that enhance client engagement and foster deeper relationships. EMoney supports financial organizations of all sizes including leading banks, broker-dealers, and RIAs.