The most powerful financial software
in the industry.

We build software for financial advisors who want to engage and collaborate with their clients. We'll help you create the ultimate experience for your clients and your practice. Find out how.

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A new client experience

Designed to transform your client relationships, see why our latest portal creates a unique and engaging experience that will empower clients to take a more active role in the management of their wealth.

Don't just take our word for it.

Top Financial Advisors are using eMoney to redefine success for their business.


of advisors say that eMoney's tools have helped them
their business.


of advisors reported a 10-40% growth in revenue and
profits with eMoney.


of advisors polled indicated that eMoney has helped increase prospecting and new
business generation.


of users cited that eMoney has helped reduce business costs.

"eMoney's new planning tool is a game-changer for my business."

Ron Carson, Founder & CEO
Carson Wealth Management Group

"This software has helped me scale my practice as we continue to add more clients and AUM."

Kevin Bauer, President
BCJ Capital Management

"Thanks to eMoney, we get 5-7 phone calls a week from new people who have been referred to us, who have heard of us and who want me to be their financial advisor."

Patti Brennan, President
Key Financial, Inc.

"The eMoney experience has been great for our clients. It has enhanced our business and improved our relationships with our clients."

Michael Bree, President
Pillar Wealth Advisors
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