With eMoney, you can easily organize your clients’ data and map out the road to their goals, all while stress testing for risks. 94% of advisors improved client engagement through eMoney.

Get answers to all of your eMoney questions from our award-winning support team of eMoney experts, available Monday through Friday, 8:00 a.m. to 8:00 p.m. ET. Professional Services Access to additional services when you need it—anything from data entry to plan development to consultative services.

Learn how DVB Financial, LLC uses eMoney to test planning scenarios confidently using specific client data. View Case Study Allow clients to access spending and budgeting tools, and easily add, personalize, and track progress toward their financial goals.

For over 20 years, eMoney's industry-leading financial planning software has helped people talk about money. Find out more about our mission here.

Learn all about our eMoney Plus software package for financial planners, from goals-based planning to interactive client experiences.

At eMoney, we believe in the value of continuous learning. From one-on-one training, live webinars, and custom training options to our comprehensive planning workshop where you can earn CFP® CE credits, we offer a variety of ways to build your expertise.

eMoney’s financial planning tools are designed to give advisors the power and flexibility to handle any situation. Learn more here.

Learn more about eMoney Advisor's goals-based and cash flow financial planning tools, and how we help financial advisors grow their business.

Have a question about eMoney Advisor? View this page to read our FAQs and find the information you're looking for.

Learn all about our eMoney Pro financial advisor software, from complex planning solutions to estate planning and what-if scenarios.