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We believe working as a team better leverages the strengths of each member, allowing us to make good things great, and paves a path for our success as well as our clients’ success. With eMoney, advisors can give clients peace of mind by creating plans that take their complete financial situations into account. Allow clients to access spending and budgeting tools, and easily add, personalize, and track progress toward their financial goals. Connect all of your clients’ accounts, including assets held away, for a consolidated and real-time view of their complete financial pictures.

Unlock enhanced features designed to boost engagement, collaboration, and business growth. Upgrade to the Premium 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.

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. When you spend less time on analysis, you gain more time to engage clients and prospects, strengthen relationships, and unlock opportunities for growth. CoPlanner helps you build financial plans faster so you can extend high-quality planning to more clients. With employees in nearly 40 states, we are committed to relationship-building and open communication.

Take Your Client Experience To The Next Level

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 adrian casino 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.