eMoney Advisor
Financial planning software enabling advisors to build plans, engage clients, and improve efficiency.
Overview
eMoney Advisor provides a comprehensive financial planning platform designed to help advisors organize client data, map out financial goals, and stress test for risks. The software supports interactive client engagement through tools like Monte Carlo analysis, account aggregation, and a client portal.
The platform offers features such as a Decision Center for interactive planning, Plan Summary for personalized experiences, and various planning solutions tailored to different client needs. eMoney aims to improve advisor efficiency, client satisfaction, and the ability to attract new clients through a centralized and visual financial planning experience.
Key Features
- + Monte Carlo Analysis for risk and scenario planning
- + Account Aggregation to consolidate client financial data
- + Client Portal with 24/7 access to updates and documents
- + Decision Center for interactive client engagement
- + Plan Summary for personalized and scalable financial plans
- + Cash flow-based and goals-based financial planning
- + Visualizations for complex financial topics and what-if scenarios