Whether it’s generating reports, updating plans, or reviewing casino adrian 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.
Live support when you need it—available before the opening bell on the East Coast to closing time on the Pacific. Access to additional services when you need it—anything from data entry to plan development to consultative services. The dashboard in Advisor Analytics enables you to uncover insights, spot business opportunities, track client engagement, and take actions that drive success. At eMoney, we are proud to offer our employees a robust and comprehensive benefits package – allowing employees to focus on what really matters to them. Our pay-for-performance approach is supported by a culture of recognition in which we celebrate employees, not only for big wins but also for their everyday value. We also support our growing eMoney family by offering employees who have welcomed a child four weeks of 100% paid parental leave after they’ve been with us for at least a year.
Goals-based and cash flow planning tools in a single platform that enables planning for all clients regardless of financial situations. We’re here to help you build the plan your clients need, regardless of their financial situations. With eMoney, you can easily organize your clients’ data and map out the road to their goals, all while stress testing for risks. Our training team offers personalized success coaching for getting started and virtual training sessions to help ensure you feel confident that you and your practice are doing all you can with eMoney. That to me is the biggest difference-maker in eMoney as a technology partner, not just a technology provider.” – John Colucci, CRPC®, The Colucci Group “I have found that I could spend the next 10 hours of my life building something out, but if I call eMoney they understand my objectives and walk me through how to get it done.