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Making Financial Discussions Easy

Empower and grow your business with one of the industry's leading wealth management tools. eMoney is your efficient financial planning tool that can help your clients successfully plan for budgeting, retirement, and other life events. As client needs evolve, they can plan accordingly on this streamlined platform.

eMoney Features

eMoney Features

From client goals to collaborative cash flow planning, and the ability to track plan progress together, it's easy to build deeper relationships with clients. You can make data-driven decisions with advanced analytics while managing risks and identifying new opportunities.

eMoney Benefits

Help clients achieve the lifestyle they've always wanted with this comprehensive wealth management tool that plans, tracks, and streamlines the client lifestyle in one convenient platform.


Easily progress clients from a goals-based approach to an advanced planning solution within a single platform.


Build deeper relationships and keep clients engaged with interactive experiences that enhance the advisor/client bond.


Proactively manage your practice and identify growth opportunities while streamlining compliance efforts and managing risks.


Conveniently streamline your tech stack for easy access to the technology you need, when you need it, no matter where you are located.


Digitally engage prospects and clients from anywhere and deepen client relationships with the eMoney planning platform.

Grow Client Relationships from Anywhere

More about eMoney: Contact our team to learn how we can help you deepen client relationships and engage prospects from anywhere, no matter where you are located. Our goal is to simplify how you plan and track the client life cycle from a single collaborative platform.

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About Us

We offer a unique connected approach that guides clients and advisors towards long-term success.

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Our Team

We're experienced independent advisors whose uniquely connected approach offers everything you need for efficient long-term planning.

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Contact Us

Learn more about how our proactive approach can set you up for long-term financial success.

Contact Us Today