Our market-leading, user-friendly financial planning platform enables you to build trusted plans, operate efficiently, and scale your business. Provide a secure and real time environment where clients can view or interact with their plans, depending on which portal option you choose. Are you searching for a solution that enables the deep analysis and comprehensive planning functionality necessary to serve the complex needs of your current and future clients? Create visualizations of complex topics to answer ‘what-ifs’ and provide clients with a clearer view of the future.
Our new hires start with 20 days of paid time off annually, plus 13 paid holidays and volunteer and voting hours. Our benefits are designed to support your total well-being — physically, mentally, and financially. We push ourselves–and each other—to turn ideas into reality for our clients. We believe our people are foundational to our success. Discover where your ideas and experience could help power what’s possible in financial planning. By collaborating with clients through a digital platform, advisors can project client outcomes with validated annuity values.
Unlock enhanced features designed to boost engagement, collaboration, and business growth. Upgrade to the Premium Client Portal for a more interactive experience with additional features that enhance client engagement and foster deeper relationships. EMoney supports financial organizations of all sizes including leading banks, broker-dealers, adrian casino and RIAs.