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Financial Advisor Software Clients

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eMoney’s clients cross a large spectrum of financial professionals from large financial services companies, independent advisors, attorneys, CPAs and investment advisors. eMoney has enterprise relationships with 9 of the 15 largest insurance companies in America, the majority of the most successful independent broker dealers and many of the nation’s leading advisory firms.

Mass Mutual Financial Group Commerce Bank Guardian

Securian

MetLife

LPL Financial Services

CBIZ Trans America

First Commonwealth

New York Life NFP Securities, Inc Woodbury Financial Services
Northern Trust Associated Securities Corp Nationwide Financial
Armeritas Investment Corp Principal Financial Group

National Planning Corporation

 

Raymond James Financial Inc