Gain wallet share and boost client engagement with the most advanced wealth planning solutions from eMoney.

A fresh approach to addressing the financial complexities of your clients requires modern financial planning technology—a tool that provides every client with the support they need, at the time they need it, without jeopardizing the efficiency and reach of your wealth management teams. 

Enter eMoney, the financial planning platform for addressing both goals-based and cash-flow planning for clients at every stage of their financial journey. 

Confidently Plan for Every Possibility

Your customers' needs have become more sophisticated as "The Great Wealth Transfer" unfolds. Your planning approach should evolve to address the complexity. 

Whether your clients require goals-based planning or cash-flow planning, one eMoney solution can help you address multiple client scenarios. 

Increase Advisor and Tech Stack Efficiency

Advisors seek opportunities at firms that address their need for modernized technology. 

Sync data between our platform and the systems you use most, like your CRM, to enhance customer support, streamline advisor workflows, and increase efficiency.

Get a More Complete Picture

More customers are seeking an app or portal to help them pursue their financial goals. 

You can enhance client engagement and secure more held-away assets with a client-led financial wellness approach driven by our platform's market-leading account aggregation.

Redefining the Client Journey

Client-led Planning

Integrate eMoney data with your mobile app or portal to provide clients with the support they need to initiate their planning experience, from account aggregation to spending and investment tracking.

Lite Planning

Spark interest and establish trust with personalized planning topics and product recommendations that simplify engagement and build a foundation for holistic planning.

Goals-based Planning

Implement scalable and holistic planning across multiple topics and use Monte Carlo simulations to display a plan's probability of success.

Cash-flow Planning

Initiate holistic planning across the most comprehensive list of planning topics in a single platform. Use Decision Center to make adjustments and create multiple scenarios.

Best-in-class

Account Aggregation

Rated #1 in market share with an extraordinary (8.0+) average user rating¹

Leading-edge

Client Portal

An important feature in the decision-making process

Enterprise-grade Financial Planning

#1 in revenue market share and #2 in

usage share¹

Award-winning

Customer Support

97% customer

Satisfaction Score

¹2024 T3 Technology Survey

We're with You All the Way

Onboarding and Training

Client Support

Professional Services

Training and coaching from eMoney experts to help ensure every user can learn and master the eMoney platform.

Get answers to your questions from our team of eMoney experts, available Monday through Friday, 8 a.m. to 8 p.m. ET.

Access to additional services when you need it—anything from data entry to plan development to consultative services.

Our commitment to helping people talk about money, our unparalleled client service and support, and our culture of innovation empower eMoney and our team members to consistently receive industry recognition. 

– Donna Murray, CFP®, ChFC® at SouthState Wealth, a division of SouthState Bank

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