The Advisor’s Ultimate Toolkit to Planning Success
Unlock the Power of Planning Success
Download the Toolkit!
Elevate your business strategy to deliver more plans to more clients and drive growth. With this toolkit you can learn new ways to deepen your client relationships and create client experiences that set you apart from the rest.
Trusted by Top Firms Nationwide
Solutions for Every Planning Need
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.
RECOMMENDED
The most comprehensive cash flow-based financial planning solution for addressing clients’ most complex planning needs.
Goals-based and cash flowplanning solutions in a singleplatform that enables planningfor all clients regardless of financial situations.
A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients.
Perfect for advisors who need:
Perfect for advisors who need:
Perfect for advisors who need:
to support clients who have complex planning situations
to be able to quickly create a plan
robust tools that match the high level of planning provided
a solution to serve clients with basic needs
eMoney Premier Includes:
interactive planning technology to help clients visualize the impact of their decisions
a scalable, personalized client experience
Topical Planning
Goals-based planning
eMoney Plus Includes:
eMoney Pro Includes:
Cash flow-based planning
Topical Planning
Topical Planning
CoPlanner
Goals-based planning
Cash flow-based planning
Premium Client Portal
CoPlanner
CoPlanner
Market-leading account aggregation
Client Portal
Client Portal
Spending and budgeting tools
Market-leading account aggregation
Market-leading account aggregation
Insights and data
Spending and budgeting tools
Spending and budgeting tools
Secure file sharing and storage
Insights and data
Insights and data
Business analytics
Secure file sharing and storage
Secure file sharing and storage
Powerful integrations
Business analytics
Business analytics
Powerful integrations
Powerful integrations
Integrations
Deliver value-adding access to the financial technology applications your firm relies on most.
eMoney Features
Start conversations that create an immediate impact. Deliver quick, targeted analyses for individual goals like retirement, education, and protection. Generate interest fast and open the door to deeper, planning conversations.
Engage Prospects Quickly with Needs Analysis
Create financial plans up to 48% faster with automated insights that turn client data into ready‑to‑use planning actions.
Plan Faster with CoPlanner
Spend less time entering and managing data with direct data feeds to the financial institutions your clients use most—ensuring the data fueling your advice is accurate and up to date.
Aggregate Account Data
Give clients everything they need to explore financial topics, track progress toward goals, and stay connected to you between meetings with a premium mobile app that keeps them engaged, informed, and invested in their financial journey.
Improve Client Engagement
Download the Toolkit!
Check out our Advisor’s Ultimate Guide to Planning Success to learn new ways to deepen your client relationships and create client experiences that set you apart from the rest.
