About eMoney
Founded in the late 1990’s eMoney has progressed to serving nine of the fifteen largest insurance companies in America, the majority of the most successful independent broker dealers and many of the nation’s leading advisory firms. eMoney has sustained this success by continually enhancing and tailoring it’s products and services for Advisors to exceed the expectations of their high net worth and mass affluent clients. To learn the eMoney story and more about our clients, our management team, our partners and our career opportunities, review the pages below.
Products
eMoney Advisor’s web-based financial planning tools offer Advisors an aggregated, comprehensive view of a client’s financial portfolio, as well as features and functions that enable more complete planning and better servicing of a client’s needs. As a premier software solution provider, eMoney provides Advisors with a highly effective way to differentiate themselvesin the market by making it easy for them to provide their clients with unique and highly effective results. Review our suite of financial planning tools belowand discover how a financial planning software tool can help grow your business.
Services
eMoney Advisor’s team of professionals and industry experts provide a host of services to help individual financial advisors and large corporations better serve and retain their clients. From AdvisorMarketing’s customized marketing materials to advisor training on how to transform your practice to administrative support services provided by the Professional Services Group, eMoney Advisor offers everything you need to grow your business. Review the pages below to learn more about each of these value added services and more
News & Events
To learn more about eMoney Advisor, review our recent press releases and media coverage. Learn about upcoming tradeshows and events eMoney Advisor will be participating in, and read our informative newsletter the AdvisorAdvocate. Peruse our Money bytes blog for our founder and CEO, Edmond Walter’s view on recent industry trends or listen to our eMoney Advisor Podcasts: perfect for business trips and down time.
Contact Us
Interested in learning more about our company, eMoney’s financial planning suite of software products and services? Contact us through our contact form and one of our dedicated service representatives will respond immediately. Access our mailing address and directions to our offices on our location and directions page
Additional Resources
Access articles written on a variety of topics relating to the financial planning industry. Learn about recent industry trends, financial planning techniques and new tools being adopted by Advisors to stay competitive.
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