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Screenshots

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Details

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eMoney Advisor Main Features

• Pro
  A detailed planning tool for managing complex financial needs.
• Plus
  A simple solution for building more planning relationships and helping more clients.
• Premier
  Combines goals-based and cash flow planning for all types of clients.
• Planning
  eMoney helps you and your clients plan for different financial situations and goals.
• Enterprise
  Offers over 20 years of experience to help financial institutions improve their planning services.
• Aggregation
  You can see all of your client's financial information in one place, making it easier to manage.
• Integrations
  eMoney connects with other tools and services to make financial planning easier.
• Plan Summary
  You can create a personalized experience that grows with your clients' needs.
• Client Portal
  This feature allows clients to access important updates and documents anytime, day or night.
• Decision Center
  This interactive tool helps identify client needs and potential issues.
• Advisor Analytics
  This tool helps advisors understand client needs and improve their services.
• Account Aggregation
  It combines all of your client's financial data into one view.
• Monte Carlo Analysis
  This feature helps you plan for many different outcomes and possibilities.

eMoney Advisor Benefits

• Improve efficiency
  With eMoney, you can save time and money by using one tool to generate reports, update plans, and review client assets quickly and accurately.
• Increase level of service
  eMoney helps you create clear visualizations of complex topics, allowing clients to see different future scenarios and make better decisions.
• Help clients reach their goals
  eMoney allows clients to work with you on their planning, making it easier to organize their data and find the best path to their goals.
• Build stronger client relationships
  Interactive tools from eMoney help you engage clients better, which builds trust and leads to more productive conversations.

Who should use eMoney Advisor?

• Business Owners
  Business owners can save time and money by using eMoney to manage their financial planning in one place.
• Financial Advisors
  Financial advisors can use eMoney to help their clients reach their goals and improve engagement.
• Financial Institutions
  Financial institutions can improve their services and attract new clients with eMoney's extensive planning solutions.
• Client Relationship Managers
  Client relationship managers can build stronger connections with clients through interactive tools that make discussions easier.
• Individuals Seeking Financial Planning
  Individuals can benefit from eMoney by getting a clear view of their financial future and understanding complex topics.

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