eMoney Advisor

eMoney Advisor is a comprehensive financial planning platform used by financial professionals to create detailed, personalized financial plans for clients. It integrates data from various accounts, analyzes current financial status, and models future scenarios such as retirement, education funding, or wealth transfer. The platform helps advisors visualize client goals, track progress, and communicate complex financial strategies clearly. By streamlining planning processes, eMoney enables advisors to deliver tailored advice efficiently, ensuring clients understand their financial paths and stay on track with their objectives.