We're here to help, every step of the way.

eMoney's dedicated Client Engagement Team is staffed with experts and certified professionals whose goal is to ensure that you get the most out of your eMoney experience.

Customer Support

Our customer support can be reached Monday through Friday, 8am to 11pm EST.
Call 888-362-8482 or send us a message.

Training

Click "Enroll Now" to sign up for in-person or web-based training. For all other training resources, simply login to the eMoney application and explore our brand new Help menu complete with userguides, videos and virtual how-to's.

Sales

For product information and pricing questions, contact our sales office Monday through Friday, 8am to 11pm EST by calling 888-362-4612. Or, sign up for a free trial.

Stay Connected

eMoney's blog is available to help you 24/7. Learn about our latest features, read up on trends in the industry, or connect with other eMoney users to make the most out of your subscription.

Video Newsletter

Our monthly video newsletter Did You Know? highlights the best tools and updates in emX. It features tips and best practices to help you make the best use of all we have to offer.

Data Entry Service

eMoney's Data Entry Service offers expert setup and maintenance of your client data, which means you can focus on doing what you do best — building relationships that grow your business.

Frequently Asked Questions

eMoney's suite of products has attracted a customer base of leading financial services firms from around the country, including 46 out of the top 50 broker dealers and 50% of the top insurance companies. eMoney also serves an extensive network of independent RIAs, individual financial advisors and planning professionals. Some of eMoney's key clients include Massachusetts Mutual Life Insurance Company (MassMutual), Century Business Services, Inc. (CBIZ), First Commonwealth, Ameritas/Acacia, New England Financial, Principal Financial Group and Union Central, The Guardian and New York Life.
The next generation of the eMoney Advisor experience, our emX and emX Pro solutions will transform your ability to deliver expertise and grow your business. Providing an unparalleled interactive wealth management experience for both you and your clients, emX features an intuitive interface, powerful data integrations and new financial planning options. And with robust analytics and resources to improve collaboration, emX will empower you to strengthen your client relationships while providing the tools and insight needed to grow your business. emX is more than just wealth management software — it's a better way of doing business.
emX features an intuitive interface, new data integrations and enhanced engagement tools that will improve the way you serve the needs of your clients. Pairing needs analysis and goal-based planning with a complete client experience, the system utilizes best-of-breed technology to reduce the amount of time you'll spend servicing accounts so you're free to focus you efforts on providing advice. For more information on emX, click here.
The ultimate wealth-management solution, emX Pro empowers high-net-worth advisors to maximize the potential of their book of business. In addition to the features included in emX, the emX Pro subscription gives you the tools needed to proactively manage you client relationships and includes advanced and interactive planning resources that encourage collaboration and shorten the sales cycle. End-clients also benefit from direct access to monitor their own portfolios, run "what if" scenarios and communicate directly with you through their personal financial management website available with the emX Pro subscription. For more information on emX Pro, click here.
eMoney helps advisors remain at the center of their clients' financial world. With the information you need most, front and center, as well as alerts, alarms, account aggregation, planning, reporting and other features to streamline your day-to-day operations, emX and emX Pro allow you spend your time doing what you do best—building relationships with your clients. New tools for increased collaboration and interactivity help keep your clients engaged in their wealth management process. And with emX, your clients have access to their very own personal financial management website, which allows you to view their complete financial picture (including outside or held-away assets) and positions you as the primary advisor in their lives.
At eMoney Advisor, we work with a number of the industry's most prominent software providers to deliver powerful integration options for our financial advisors, including: Morningstar, Orion, Redtail, Envestnet, Albridge, HiddenLevers, MoneyGuidePro, and more. Click here to see the full list.
eMoney's hosting infrastructure has been designed to include high level security protocols and backup disaster recovery systems to protect your and your clients' information. All customer data and third-party customer information is always transmitted in 256-bit encrypted format—twice the standard of most financial services companies (including banks)—and stored in a segmented and secure database for each Enterprise Client. And because the site is non-transactional, you and your clients can trust that your information and assets are always secure. For more information on eMoney's data security policies, click here.
The subscription fees for eMoney's emX and emX Pro licenses are extremely competitive. We offer a variety of options to meet the specific needs of your business or firm. Please contact us for more information and to pick a solution that works for you.
Because eMoney Advisor uses an Application Service Provider (ASP) model there is no installation required. In fact, since eMoney applications are web based, most users have full access within a few days. An additional benefit of the ASP model is that it doesn't require an up-front investment, so you don't have to worry about the cost of ownership, maintenance, implementation, security, back-ups or upgrades throughout the life of the product. With the ASP model, you and your clients also will enjoy 24x7 access to the system from any location with Internet access.
eMoney Advisor offers attractive Enterprise Solutions for companies that want to introduce the eMoney system across its organization. Please contact a sales representative for more information.
Users usually gain access to eMoney's site via an assigned User ID and Password within 24 to 48 hours of receiving the user agreement and payment. The processing time varies depending on enterprise size and the number of individual licensees, as well as other client-specific requirements. Please contact a sales representative for more information.
All users (advisors and clients) must change their passwords the first time they attempt to log-in. The logon screen will provide fields for users to supply an email address (if one has not been previously entered) and a response to a new security question. eMoney will use the security response to validate a user's identity in the event of a forgotten password and then email the user a temporary password, which the user must change after logging back in.
New eMoney users will work with a dedicated Client Engagement Team with you every step of the way to ensure that you and your team or firm are getting the most out of your subscription. With a knowledgeable Customer Support team standing-by Monday through Friday from 8am - 11:00pm EST, as well as a variety of in-person, web-based or self-directed training resources available, eMoney's Customer Engagement Team provides users ongoing support how and when you need it.
Yes, eMoney's Data Entry Service can assist you with case entry. Available to enter one case or many, the Data Entry team can provide emX Pro subscribers with administrative support in scanning and uploading documents to the Vault and setting up client's home pages.
eMoney Advisor understands the value of your clients' privacy. In accordance with that, we hold the security of our clients' personal data in the highest regard. We have designed and deployed a state-of-the-art system to protect your information.

Privacy Policy
eMoney subscriptions can be paid for using VISA, Master Card, American Express and Discover credit card accounts, or by check.

Success Stories from Our Advisors

Matthew Riordan
Riordan Financial, LLC

“As a ‘young’ solo-advisor office, eMoney has allowed me to deliver boutique level planning without sacrificing personalized service.”

JR Robinson
Financial Planning Hawaii

“eMoney was the missing puzzle piece for my financial planning practice. Before eMoney, I was very good at gathering information. What I lacked was a platform to enable our clients to easily centralize and organize all aspects of their financial lives.”

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