eMoney 360 Pro
Web-Based Financial Planning Software
  • Attract New Clients
  • Retain Existing Clients
  • Increase Product Sales
  • Scale Your Practice
  • Grow Your Revenue
360 Pro

eMoney 360 Pro provides advisors in the high net worth market the financial planning web technology to attract top tier prospects, provide comprehensive financial planning services for increased fee revenue, and deliver exceptional service. Data aggregation, advanced planning, online document storage, and marketing communication tools - all in one platform, all for one price.

Easily create comprehensive plans that are up-to-date and delivered via a Personal Client Website.

Increase Your Fee Revenue...

  1. Connect client assets, even those you don’t manage, into a Personal Client Website for increased visibility and advisor/client collaboration
  2. Plan for the client’s short and long-term financial goals with Advanced Planning - offering unlimited scenario planning and over 200 high-impact reports for comparative analysis – Organizational Manager, Investment Planning and more
  3. Present your advice and product recommendations with compelling client presentations that illustrate the impact of your proposal

360 Pro Screen Gallery
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Planning Center Planning Center
Unlimited scenario planning
Retirement Income Tool Retirement Income Tool
Show the possibilities
Client Sites Client Sites
Continuous advisor visibility with client
Opportunity Reports Opportunity Reports
Roadmap of sales leads PDF
Express Data Entry Express Data Entry
Do more in less time
Vault Vault
Online storage for valuable client documents
Financial Connections Financial Connections
Financial assets linked and updated daily
TouchPoint TouchPoint
Convey important business and
personalized messages to clients
CRM CRM
Fully integrated with other advisor tools
Alarms & Alerts Alarms & Alerts
To Notify you of significant changes
Advanced Planning
Report Sets
Annuity Income Asset Allocation
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Disability Disability
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Education Education
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Estate Planning Estate Planning
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Life Insurance - HLV Human Life Value
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Retirement Retirement
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Monte Carlo Monte Carlo
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Life Insurance Needs Life Insurance Needs
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Stock Options Stock Options
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Efficient Frontier Efficient Frontier
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Long Term Care Long Term Care
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Needs Analysis and Financial Concepts
Annuity Income Roth Conversion
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Financial Statements Financial Statements
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Life Insurance Life Insurance - Needs
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Asset Allocation Asset Allocation
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Disability Disability
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Long Term Care Long Term Care
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Annuity Income Annuity Income
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Education Education
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Retirement Retirement
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Business Insurance Business Insurance
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Financial Overview Financial Overview
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Human Life Value Human Life Value
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Security Overview Security Overview
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Financial Institution Connections Financial Institution Connections
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Financial Benefit To You Financial Benefit To You
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Sample Advisor Planning Fee Letter Sample Advisor Planning Fee Letter
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