{"id":12,"date":"2023-02-10T19:03:31","date_gmt":"2023-02-10T19:03:31","guid":{"rendered":"https:\/\/emon.hcog.io\/?page_id=12"},"modified":"2026-04-17T15:18:29","modified_gmt":"2026-04-17T15:18:29","slug":"home","status":"publish","type":"page","link":"https:\/\/emoneyadvisor.com\/","title":{"rendered":"Home"},"content":{"rendered":"\t<div id=\"full-width-image-hero--block_9fa042ae86e8351a8610c98f0fc0b871\" class=\"full-width-image-hero\" >\n\t<div class=\" md:aspect-w-[2.4] md:aspect-h-1\">\n\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2026\/03\/home-page-mock_lower.jpg\"\n\talt=\"eMoney CoPlanner Hero Image\"\n\tclass=\"object-cover object-top min-h-[262px]\"\n\t\t\t\n\/>\t\t\t\t<div class=\"relative wrapper hero-gradient bg-dark-blue md:bg-transparent\">\n\t\t\t<div class=\"-mt-[53px] md:mt-0 z-10 self-center col-span-4 md:col-span-8 lg:col-span-6 px-4 pt-8 pb-10 md:px-0 text-white md:text-dark-blue\">\n\t\t\t\t\t\t\t\t<h1 class=\"pb-5 type-alpha\">Faster Planning,<br> More Possibilities<\/h1>\t\t\t\t\t\t\t\t\t<div class=\"mb-5 prose prose-quoteless type-paragraph text-inherit\"><p>See how CoPlanner helps you spend less time building plans and more time engaging clients, strengthening relationships, and growing your business.<\/p>\n<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/why-emoney\/coplanner\/\" target=\"\" class=\"emoney-button md:bg-dark-blue md:text-white md:hover:bg-[#18a3da] text-center max-w-xs mx-auto bg-white hover:bg-[#aafcef] text-dark-blue\" >Explore CoPlanner<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\t<\/div>\n\n\n\n<div id=\"full-width-text--block_1cafb1a4db915d5a1fc5231892d08498\" class=\"pb-12 md:pb-24 full-width-text bg-white\">\n  <div class=\"wrapper\">\n    <div class=\"col-span-12 prose prose-quoteless prose-headings:font-normal md:col-span-10 md:col-start-2 max-w-none\">\n      <h2 style=\"text-align: center;\">Our extensive financial planning solutions empower you and your clients to take action, see impact, and celebrate wins, together.<\/h2>\n\n    <\/div>\n  <\/div>\n<\/div>\n\n\t<div id=\"fifty-fifty--block_ed316bbc95357a088ef3b85209e317b0\" class=\"fifty-fifty bg-white pt-12 md:pt-0 preserve-padding\" data-js=\"slideup_section\">\n\t\t\t\t<div class=\"grid grid-cols-4 px-6 mx-auto bg-white md:grid-cols-16 xl:gap-x-0 md:px-0 slide_panel slide-1\">\n\t\t\t<div class=\"col-span-4 md:col-span-8 bg-dark-blue \">\n\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/06\/family-enjoying-time-together-at-home-on-a-tablet.jpg\"\n\talt=\"family enjoying time together at home on a tablet\"\n\tclass=\"object-cover  w-full h-full max-h-screen\"\n\twidth=\"1200\"\theight=\"800\"\t\n\/>\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"self-center col-span-4 md:col-span-6 md:mb-0 mb-10 pb-4 md:pb-0 border-b border-[rgba(35, 31, 32,.2)] text-dark-blue md:border-none md:mx-auto md:max-w-[600px] md:col-start-10 \">\n\t\t\t\t<div class=\"max-w-[64px] mb-5\"><lottie-player autoplay loop mode=\"normal\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/02\/Icon_Goal.json\" style=\"width: 100%\" class=\"lottie-animation \"><\/lottie-player><\/div>\t\t\t\t<h4 class=\"mb-5 type-kappa text-dark-blue\">Because you want to <\/h4>\t\t\t\t<h2 class=\"mt-6 mb-5 md:mt-0 type-eta\">Help your clients reach their goals <\/h2>\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm\">\n\t\t\t\t\t<p><span data-contrast=\"auto\">Allow your clients to actively partner with you on their planning. With eMoney, you can easily organize your clients\u2019 data and map out the road to their goals, all while stress testing for risks.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"width: 100px;\"><h2 class=\"type-gamma not-prose text_shortcode mt-0\"><span style=\"color: #48bfac;\">94%<\/span><\/h2><\/td>\n<td>of advisors improved client engagement through eMoney.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"grid grid-cols-4 px-6 mx-auto bg-white md:grid-cols-16 xl:gap-x-0 md:px-0 slide_panel slide-2\">\n\t\t\t<div class=\"col-span-4 md:col-span-8 bg-dark-blue md:col-start-9\">\n\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/06\/person-working-at-a-desk-and-on-a-call.jpg\"\n\talt=\"person working at a desk on a call\"\n\tclass=\"object-cover  w-full h-full max-h-screen\"\n\twidth=\"1000\"\theight=\"970\"\t\n\/>\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"self-center col-span-4 md:col-span-6 md:mb-0 mb-10 pb-4 md:pb-0 border-b border-[rgba(35, 31, 32,.2)] text-dark-blue md:border-none md:mx-auto md:max-w-[600px] md:col-start-2 md:-order-1 \">\n\t\t\t\t<div class=\"max-w-[64px] mb-5\"><lottie-player autoplay loop mode=\"normal\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/02\/Icon_Efficiency.json\" style=\"width: 100%\" class=\"lottie-animation \"><\/lottie-player><\/div>\t\t\t\t<h4 class=\"mb-5 type-kappa text-dark-blue\">Because you want to <\/h4>\t\t\t\t<h2 class=\"mt-6 mb-5 md:mt-0 type-eta\">Improve efficiency <\/h2>\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm\">\n\t\t\t\t\t<p><span data-contrast=\"auto\">Save time and money with one centralized product. Whether it\u2019s generating reports, updating plans, or reviewing client assets\u2014make quick adjustments, speed up data entry, and increase accuracy with eMoney\u2019s financial planning software.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"width: 100px;\"><h2 class=\"type-gamma not-prose text_shortcode mt-0\"><span style=\"color: #48bfac;\">90%<\/span><\/h2><\/td>\n<td>of users reported improved business process and efficiency with eMoney.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"grid grid-cols-4 px-6 mx-auto bg-white md:grid-cols-16 xl:gap-x-0 md:px-0 slide_panel slide-3\">\n\t\t\t<div class=\"col-span-4 md:col-span-8 bg-dark-blue \">\n\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/better-relationships-homepage-decision-center.jpg\"\n\talt=\"co-workers planning with decision center\"\n\tclass=\"object-cover object-center w-full h-full max-h-screen\"\n\twidth=\"1300\"\theight=\"867\"\t\n\/>\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"self-center col-span-4 md:col-span-6 md:mb-0 mb-10 pb-4 md:pb-0 border-b border-[rgba(35, 31, 32,.2)] text-dark-blue md:border-none md:mx-auto md:max-w-[600px] md:col-start-10 \">\n\t\t\t\t<div class=\"max-w-[64px] mb-5\"><lottie-player autoplay loop mode=\"normal\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/02\/Icon_People.json\" style=\"width: 100%\" class=\"lottie-animation \"><\/lottie-player><\/div>\t\t\t\t<h4 class=\"mb-5 type-kappa text-dark-blue\">Because you want to <\/h4>\t\t\t\t<h2 class=\"mt-6 mb-5 md:mt-0 type-eta\">Build stronger client relationships <\/h2>\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm\">\n\t\t\t\t\t<p><span data-contrast=\"auto\">Deepen your relationships by better engaging clients through interactive financial planning tools that build confidence and lead to more productive discussions.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"width: 100px;\"><h2 class=\"type-gamma not-prose text_shortcode mt-0\"><span style=\"color: #48bfac;\">94%<\/span><\/h2><\/td>\n<td>of users reported improved client satisfaction with eMoney.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"grid grid-cols-4 px-6 mx-auto bg-white md:grid-cols-16 xl:gap-x-0 md:px-0 slide_panel slide-4\">\n\t\t\t<div class=\"col-span-4 md:col-span-8 bg-dark-blue md:col-start-9\">\n\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/present-what-if-home-page_2024update.jpg\"\n\talt=\"co-workers in a meeting with decision center on the big screen\"\n\tclass=\"object-cover object-bottom w-full h-full max-h-screen\"\n\twidth=\"1300\"\theight=\"819\"\t\n\/>\t\t\t\t\t\t\t<\/div>\n\t\t\t<div class=\"self-center col-span-4 md:col-span-6 md:mb-0 mb-10 pb-4 md:pb-0 border-b border-[rgba(35, 31, 32,.2)] text-dark-blue md:border-none md:mx-auto md:max-w-[600px] md:col-start-2 md:-order-1 border-none\">\n\t\t\t\t<div class=\"max-w-[64px] mb-5\"><lottie-player autoplay loop mode=\"normal\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/02\/Icon_Upward.json\" style=\"width: 100%\" class=\"lottie-animation \"><\/lottie-player><\/div>\t\t\t\t<h4 class=\"mb-5 type-kappa text-dark-blue\">Because you want to <\/h4>\t\t\t\t<h2 class=\"mt-6 mb-5 md:mt-0 type-eta\">Increase your level of service <\/h2>\t\t\t\t<div class=\"prose prose-quoteless max-w-none type-paragraph-sm\">\n\t\t\t\t\t<p>Create visualizations of complex topics to answer &#8216;what-ifs&#8217; and provide clients with a clearer view of the future.<\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"width: 100px;\"><h2 class=\"type-gamma not-prose text_shortcode mt-0\"><span style=\"color: #48bfac;\">80%<\/span><\/h2><\/td>\n<td>of eMoney users report increased ability to attract new clients through the interactive, engaging experience.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t<\/div>\n\n\n  \n\n\t<div id=\"full-width-cta--block_7d871be7294caa64aa8c18d3d6d5612a\" class=\" full-width-cta py-12 md:py-24 bg-dark-blue\" >\n\t\t<div class=\"text-center px-8 wrapper\">\n\t\t\t<div class=\"self-center max-w-lg col-span-4 mx-auto md:col-span-6 md:col-start-4\">\n\t\t\t\t\t\t\t\t\t<h2 class=\"type-zeta text-white\">Achieve your goals and theirs with eMoney <\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"pt-4 prose prose-quoteless type-paragraph-sm text-white\"><p>We\u2019re here to help you build the plan your clients need, regardless of their financial situations.  <\/p>\n<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"col-span-4 mx-auto md:col-span-10 md:col-start-2 lg:col-span-8 lg:col-start-3\">\n\t\t\t\t\t\t\t<div class=\"md:flex items-center justify-center\">\n\t\t\t\t\t      \t\t\t\t\t        <a href=\"https:\/\/emoneyadvisor.com\/free-trial\/\" target=\"\" class=\"emoney-button bg-teal text-dark-blue hover:bg-[#aafcef]  text-center max-w-xs mx-2 mb-4 md:mb-0 last:mb-0\">Get Started<\/a>\n\t\t\t\t\t      \t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n<\/div>\n\n\n<div id=\"featured-testimonial--block_f1a6cc081037bc09e5334847433bb20f\" class=\"featured-testimonial py-12 md:py-24  preserve-padding bg-white \">\n\t\t\n\t\t\t\t\t\n\t\t\t<div class=\"wrapper z-0 after:right-5 after:md:right-10 after:w-[calc(100%_-_2.5rem)] after:md:w-[calc(100%_-_5rem)] gap-y-0 md:grid-flow-col relative after:bg-[#FBF0EB] after:h-full after:absolute after:top-0 after:z-[-1]\">\n\t\t\t\t<div class=\"col-span-4 md:col-start-9 overflow-hidden aspect-w-5 aspect-h-3 md:aspect-none\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/04\/eric_roberge_headshot.jpg\"\n\talt=\"Eric Roberge Headshot\"\n\tclass=\"object-cover  w-full h-full md:w-full md:h-full object-[50%_30%]\"\n\t\t\t\n\/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"self-center col-span-4 px-10 py-8 md:px-0 md:col-start-2 md:col-span-6 text-dark-blue\">\n\t\t\t\t\t\t<h2 class=\"relative mb-6 type-eta quote-before\">When I started, my clients were mainly concerned about cash flow. But in just a few years, their financial situations became much more complex, and eMoney could handle that evolution.\u201d<\/h2>\n\t\t\t\t\t\t<div class=\"flex items-center  mb-6 md:mb-10\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div>\n\t\t\t\t\t\t\t\t<h3 class=\"mb-1 type-kappa\">Eric Roberge, CFP\u00ae<\/h3>\n\t\t\t\t\t\t\t\t<p class=\"type-paragraph-xsm\">Beyond Your Hammock<\/p>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/resources\/case-studies\/growing-aum-almost-6x-in-4-years-with-emoney\/\" target=\"\" class=\"emoney-button bg-dark-blue hover:bg-[#5370d1] text-white text-center max-w-xs mx-auto\">Read Case Study<\/a>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\n\n<div id=\"hover-list--block_da75930b413a94798cc0c13602f87a1b\" class=\"hover-list bg-white wrapper py-9 hover-wrapper\" data-hover-list>\n\t<div class=\"self-center col-span-12 md:col-span-4\">\n\t\t<h2 class=\"pb-10 type-epsilon text-dark-blue\">Product Capabilities<\/h2>\t\t<ul>\n\t\t\t\t\t\t<li class=\"py-6 duration-200 cursor-pointer hover-list-active\" data-list=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--1\">\n\t\t\t\t<div class=\"relative px-6 hover-list-content\">\n\t\t\t\t\t<div class=\"aspect-w-5 aspect-h-3 list-image-mobile\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Monte_Carlo_Homepage_product-capabilities.jpg\"\n\talt=\"Monte Carlo Screenshot\"\n\tclass=\"object-cover  Array\"\n\t\t\t\n\/>\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h3 class=\"type-kappa text-dark-blue\">Monte Carlo Analysis <\/h3>\n\t\t\t\t\t<p class=\" mt-2 type-paragraph-sm text-dark-blue toggle-content\">Leverage the ability to plan for every possibility and eventuality. <\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/li>\n\t\t\t\t\t\t<li class=\"py-6 duration-200 cursor-pointer \" data-list=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--2\">\n\t\t\t\t<div class=\"relative px-6 hover-list-content\">\n\t\t\t\t\t<div class=\"aspect-w-5 aspect-h-3 list-image-mobile\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Aggregations_Homepage_product-capabilities.jpg\"\n\talt=\"Aggregation and Connections Screenshot\"\n\tclass=\"object-cover  Array\"\n\t\t\t\n\/>\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h3 class=\"type-kappa text-dark-blue\">Account Aggregation <\/h3>\n\t\t\t\t\t<p class=\"hidden mt-2 type-paragraph-sm text-dark-blue toggle-content\">Bring together all of your client\u2019s financial information to see it all in one place.     <\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/li>\n\t\t\t\t\t\t<li class=\"py-6 duration-200 cursor-pointer \" data-list=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--3\">\n\t\t\t\t<div class=\"relative px-6 hover-list-content\">\n\t\t\t\t\t<div class=\"aspect-w-5 aspect-h-3 list-image-mobile\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2025\/08\/Updated-Client-Portal-with-My-Plan_thin.png\"\n\talt=\"Updated Client Portal with My Plan\"\n\tclass=\"object-cover  Array\"\n\t\t\t\n\/>\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h3 class=\"type-kappa text-dark-blue\">Client Portal <\/h3>\n\t\t\t\t\t<p class=\"hidden mt-2 type-paragraph-sm text-dark-blue toggle-content\">Build an always-on connection to your clients between meetings, with 24\/7\/365 access to important updates and documents. <\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/li>\n\t\t\t\t\t\t<li class=\"py-6 duration-200 cursor-pointer \" data-list=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--4\">\n\t\t\t\t<div class=\"relative px-6 hover-list-content\">\n\t\t\t\t\t<div class=\"aspect-w-5 aspect-h-3 list-image-mobile\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Lifetime-Portfolio-Value_Homepage_product-capabilities-1.jpg\"\n\talt=\"Decision Center Screenshot\"\n\tclass=\"object-cover  Array\"\n\t\t\t\n\/>\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h3 class=\"type-kappa text-dark-blue\">Decision Center <\/h3>\n\t\t\t\t\t<p class=\"hidden mt-2 type-paragraph-sm text-dark-blue toggle-content\">Deliver an interactive experience that will uncover the needs and potential pitfalls for every type of client. <\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/li>\n\t\t\t\t\t\t<li class=\"py-6 duration-200 cursor-pointer \" data-list=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--5\">\n\t\t\t\t<div class=\"relative px-6 hover-list-content\">\n\t\t\t\t\t<div class=\"aspect-w-5 aspect-h-3 list-image-mobile\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Plan-Summary_Homepage_product-capabilities.jpg\"\n\talt=\"Plan Summary Screenshot\"\n\tclass=\"object-cover  Array\"\n\t\t\t\n\/>\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<h3 class=\"type-kappa text-dark-blue\">Plan Summary <\/h3>\n\t\t\t\t\t<p class=\"hidden mt-2 type-paragraph-sm text-dark-blue toggle-content\">Develop a personalized and custom experience that scales with you and your clients\u2019 needs. <\/p>\n\t\t\t\t<\/div>\n\t\t\t<\/li>\n\t\t\t\t\t<\/ul>\n\t<\/div>\n\t<div class=\"self-center hidden col-span-7 col-start-6 overflow-hidden list-images md:block\">\n\t\t\t\t<div class=\"overflow-hidden duration-500 list-image list-image-active\" id=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--1\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Monte_Carlo_Homepage_product-capabilities.jpg\" alt=\"Monte Carlo Screenshot\" width=\"745\" height=\"420\" \/>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"overflow-hidden duration-500 list-image \" id=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--2\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Aggregations_Homepage_product-capabilities.jpg\" alt=\"Aggregation and Connections Screenshot\" width=\"745\" height=\"420\" \/>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"overflow-hidden duration-500 list-image \" id=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--3\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2025\/08\/Updated-Client-Portal-with-My-Plan_thin.png\" alt=\"Updated Client Portal with My Plan\" width=\"800\" height=\"443\" \/>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"overflow-hidden duration-500 list-image \" id=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--4\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Lifetime-Portfolio-Value_Homepage_product-capabilities-1.jpg\" alt=\"Decision Center Screenshot\" width=\"745\" height=\"420\" \/>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"overflow-hidden duration-500 list-image \" id=\"hover-list--block_da75930b413a94798cc0c13602f87a1b--5\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2024\/08\/Plan-Summary_Homepage_product-capabilities.jpg\" alt=\"Plan Summary Screenshot\" width=\"745\" height=\"420\" \/>\n\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\n\n\t\n<div id=\"product-cards--block_b59989b64155affde81537ddb6f7d465\" class=\"product-cards py-20 md:py-30 bg-white text-dark-blue\">\n\t<div class=\"sm:grid-cols-12 wrapper\">\n\t\t\t\t\t<h2 class=\"pb-10 type-epsilon col-span-4 md:col-span-12\">All Products<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-span-4 sm:col-span-6 lg:col-span-4  border-t-[6px] relative block duration-300 rounded-[10px] product-emoney-plus shadow-md hover:shadow-lg  preserve-padding product-card\">\n\t\t\t\t\t\t\t\t\t<div class=\"px-6 text-center pb-11 xl:px-8 pt-9 flex flex-col h-full justify-between\">\n\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/emoney-plus\/\">\t\t\t\t\t\t\t<div><div class=\"product-pill product-pill--emoney-plus\">\n\t<div class=\"type-alpha text-dark-blue lg:mb-7 max-w-[224px] md:max-w-full flex items-center justify-center mx-auto product-pill-container\">\n\t\t<span class=\"inline-block mr-3 product-pill-image-wrapper\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" class=\"inline-block my-0 product-pill-image\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/03\/emoney-nav-logo.svg\" width=\"130\" height=\"35\" alt=\"eMoney Logo\" \/>\n\t\t\t\t\t<\/span>\n\t\t<span style=\"background-color: rgb(0,169,230);\" class=\"bg-bright-blue text-white font-sans mdlg:text-[26px] text-[20px] rounded-lg px-[14px] lg:py-2 product-pill-text\">Plus<\/span>\n\t<\/div>\n<\/div>\n<\/div>\n\t\t\t\t\t\t\t<p class=\"mt-4 type-iota sm:mt-7 text-dark-blue\">A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. <\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/emoney-plus\/\" class=\"mt-8 justify-end flex items-center duration-200 hover:text-space-blue type-paragraph-sm\">Learn more <img loading=\"lazy\" decoding=\"async\" class=\"ml-3\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/themes\/emoney-happycog\/assets\/src\/static\/svgs\/icon-arrow-blue.svg\" width=\"24\" height=\"24\" alt=\"blue arrow pointing right\"><\/a>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-span-4 sm:col-span-6 lg:col-span-4  border-t-[6px] relative block duration-300 rounded-[10px] product-emoney-premier shadow-md hover:shadow-lg  preserve-padding product-card\">\n\t\t\t\t\t\t\t\t\t<span class=\"absolute top-[-25px] px-5 py-[0.813rem] text-center rounded-[10px] bg-white border-dark-blue border-[1px] text-dark-blue text-xs lg:text[17px] 2xl:text-[17px] left-1\/2 transform -translate-x-1\/2 font-medium\">RECOMMENDED<\/span>\n\t\t\t\t\t\t\t\t\t<div class=\"px-6 text-center pb-11 xl:px-8 pt-9 flex flex-col h-full justify-between\">\n\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/emoney-premier\/\">\t\t\t\t\t\t\t<div><div class=\"product-pill product-pill--emoney-premier\">\n\t<div class=\"type-alpha text-dark-blue lg:mb-7 max-w-[224px] md:max-w-full flex items-center justify-center mx-auto product-pill-container\">\n\t\t<span class=\"inline-block mr-3 product-pill-image-wrapper\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" class=\"inline-block my-0 product-pill-image\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/03\/emoney-nav-logo.svg\" width=\"130\" height=\"35\" alt=\"eMoney Logo\" \/>\n\t\t\t\t\t<\/span>\n\t\t<span style=\"background-color: rgb(26,40,86);\" class=\"bg-bright-blue text-white font-sans mdlg:text-[26px] text-[20px] rounded-lg px-[14px] lg:py-2 product-pill-text\">Premier<\/span>\n\t<\/div>\n<\/div>\n<\/div>\n\t\t\t\t\t\t\t<p class=\"mt-4 type-iota sm:mt-7 text-dark-blue\">Goals-based and cash flow planning tools in a single platform that enables planning for all clients regardless of financial situations. <\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/emoney-premier\/\" class=\"mt-8 justify-end flex items-center duration-200 hover:text-space-blue type-paragraph-sm\">Learn more <img loading=\"lazy\" decoding=\"async\" class=\"ml-3\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/themes\/emoney-happycog\/assets\/src\/static\/svgs\/icon-arrow-blue.svg\" width=\"24\" height=\"24\" alt=\"blue arrow pointing right\"><\/a>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"col-span-4 sm:col-span-6 lg:col-span-4  border-t-[6px] relative block duration-300 rounded-[10px] product-emoney-pro shadow-md hover:shadow-lg  preserve-padding product-card\">\n\t\t\t\t\t\t\t\t\t<div class=\"px-6 text-center pb-11 xl:px-8 pt-9 flex flex-col h-full justify-between\">\n\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/emoney-pro\/\">\t\t\t\t\t\t\t<div><div class=\"product-pill product-pill--emoney-pro\">\n\t<div class=\"type-alpha text-dark-blue lg:mb-7 max-w-[224px] md:max-w-full flex items-center justify-center mx-auto product-pill-container\">\n\t\t<span class=\"inline-block mr-3 product-pill-image-wrapper\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" class=\"inline-block my-0 product-pill-image\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/03\/emoney-nav-logo.svg\" width=\"130\" height=\"35\" alt=\"eMoney Logo\" \/>\n\t\t\t\t\t<\/span>\n\t\t<span style=\"background-color: rgb(26,104,135);\" class=\"bg-bright-blue text-white font-sans mdlg:text-[26px] text-[20px] rounded-lg px-[14px] lg:py-2 product-pill-text\">Pro<\/span>\n\t<\/div>\n<\/div>\n<\/div>\n\t\t\t\t\t\t\t<p class=\"mt-4 type-iota sm:mt-7 text-dark-blue\">The most comprehensive cash flow-based financial planning solution for addressing clients\u2019 most complex planning needs. <\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/emoney-pro\/\" class=\"mt-8 justify-end flex items-center duration-200 hover:text-space-blue type-paragraph-sm\">Learn more <img loading=\"lazy\" decoding=\"async\" class=\"ml-3\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/themes\/emoney-happycog\/assets\/src\/static\/svgs\/icon-arrow-blue.svg\" width=\"24\" height=\"24\" alt=\"blue arrow pointing right\"><\/a>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/\" target=\"\"  class=\"emoney-button mt-2 col-span-4 sm:col-span-12 text-center max-w-xs mx-auto bg-white hover:bg-dark-blue text-dark-blue hover:text-white border-[1px] border-dark-blue\">View Full Comparison<\/a>\n\t\t\t<\/div>\n<\/div>\n\n\n<div id=\"two-column-product--block_03ac0ea3950fda7f10bfeead6423d3c6\" class=\" two-column-product py-12 md:py-16 bg-dark-blue-alt \">\n\t<div class=\"px-8 items-center wrapper\">\n\t\t<div class=\"self-center col-span-4 md:col-span-6 text-white\">\n\t\t\t<h2 class=\"type-epsilon mb-6\">Trusted by Top Firms Nationwide<\/h2>\n\t\t\t\t\t\t\t<p class=\"mb-8\">eMoney supports financial organizations of all sizes including leading banks, broker-dealers, and RIAs.<\/p>\n\t\t\t\t\t\t\t\t\t\t<img\n\tsrc=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2026\/04\/Trusted-Firms-white-on-blue-products-page_4-17_temp.png\"\n\talt=\"Enterprise Logos\"\n\tclass=\"  \"\n\twidth=\"576\"\theight=\"128\"\t\n\/>\t\t\t\t\t<\/div>\n\t\t<div class=\"col-span-4 md:col-span-6 items-center border border-black\/10 border-t-[6px] bg-pale-blue rounded-[10px] product-emoney-enterprise\">\n\t\t\t<div class=\"w-full px-4 pb-5 text-center lg:px-9 mdlg:text-left mdlg:pb-7 pt-4\">\n\t\t\t\t<div><div class=\"product-pill product-pill--emoney-enterprise\">\n\t<div class=\"type-alpha text-dark-blue lg:mb-7 max-w-[224px] md:max-w-full flex items-center justify-center mx-auto product-pill-container\">\n\t\t<span class=\"inline-block mr-3 product-pill-image-wrapper\">\n\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" class=\"inline-block my-0 product-pill-image\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/03\/emoney-nav-logo.svg\" width=\"130\" height=\"35\" alt=\"eMoney Logo\" \/>\n\t\t\t\t\t<\/span>\n\t\t<span style=\"background-color: rgb(127,44,129);\" class=\"bg-bright-blue text-white font-sans mdlg:text-[26px] text-[20px] rounded-lg px-[14px] lg:py-2 product-pill-text\">Enterprise<\/span>\n\t<\/div>\n<\/div>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"w-full px-4 lg:px-9 pb-7\">\n\t\t\t\t<p class=\"text-left type-paragraph-sm text-dark-blue\">We empower enterprises to expand their financial planning capabilities for clients at every stage of the client journey, to leverage data across their organization through APIs and aggregation tools, and to create customized yet scalable client experiences.<\/p>\n\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"mdlg:pb-8 pb-3 px-4 lg:px-9 w-full\">\n\t\t\t\t\t<a href=\"https:\/\/emoneyadvisor.com\/products\/emoney-enterprise\/\" target=\"\" class=\"bg-dark-blue emoney-button hover:bg-[#18a3da] mt-2 text-center text-white\">Learn More<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n\n    \n<div id=\"related-items--block_078c93e7c518133f21897cbb74ca4114\" class=\" related-items bg-dark-blue py-12 lg:py-20\">\n\t<div class=\"wrapper\">\n                    <div class=\"col-span-12 text-white md:col-span-8\">\n                <h2 class=\"mb-5 type-epsilon\">Best practices and thoughtful insights for financial planning professionals <\/h2>                                    <a href=\"\/resources\/\" target=\"\" class=\"inline-flex duration-200 hover:text-teal\">\n                        Resource Center\n                        <img loading=\"lazy\" decoding=\"async\" class=\"inline-block ml-3\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/themes\/emoney-happycog\/assets\/src\/static\/svgs\/icon-arrow-white.svg\" width=\"24\" height=\"24\" alt=\"arrow pointing right\"\/>\n                    <\/a>\n                            <\/div>\n      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      <\/div>\n        \n                                <div class=\"col-span-12 px-0 py-3 wrapper\">\n                                <div class=\"col-span-4\">\n                    <a href=\"https:\/\/emoneyadvisor.com\/resources\/case-studies\/how-expanding-from-tax-planning-to-holistic-planning-led-to-3000-growth\/\" class=\"group\">\n                        <div class=\"mb-6 md:mb-0 md:min-h-[9em]\">\n                            <h4 class=\"mb-2 md:mb-3 type-feature text-teal\">Case Studies<\/h4>\n                            <h3 class=\"duration-200 text-white group-hover:text-teal type-paragraph-sm md:type-theta\">How Expanding from Tax to Holistic Planning Led to 3000% Growth<\/h3>\n                        <\/div>\n                        <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/03\/case-study-carey-and-hanna-logo-cover.jpg\" alt=\"Carey &#038; Hanna Case Study\" width=\"800\" height=\"400\" class=\"w-fit\"\/>\n                    <\/a>\n                <\/div>\n                                <div class=\"col-span-4\">\n                    <a href=\"https:\/\/emoneyadvisor.com\/resources\/case-studies\/400-revenue-growth-with-emoney\/\" class=\"group\">\n                        <div class=\"mb-6 md:mb-0 md:min-h-[9em]\">\n                            <h4 class=\"mb-2 md:mb-3 type-feature text-teal\">Case Studies<\/h4>\n                            <h3 class=\"duration-200 text-white group-hover:text-teal type-paragraph-sm md:type-theta\">400% Revenue Growth with eMoney<\/h3>\n                        <\/div>\n                        <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/03\/case-study-vincere-logo-cover.jpg\" alt=\"Vincere Case Study\" width=\"800\" height=\"400\" class=\"w-fit\"\/>\n                    <\/a>\n                <\/div>\n                                <div class=\"col-span-4\">\n                    <a href=\"https:\/\/emoneyadvisor.com\/resources\/case-studies\/long-time-emoney-users-continue-to-expand-planning-services\/\" class=\"group\">\n                        <div class=\"mb-6 md:mb-0 md:min-h-[9em]\">\n                            <h4 class=\"mb-2 md:mb-3 type-feature text-teal\">Case Studies<\/h4>\n                            <h3 class=\"duration-200 text-white group-hover:text-teal type-paragraph-sm md:type-theta\">Long-time eMoney Users Continue to Expand Planning Services<\/h3>\n                        <\/div>\n                        <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/emoneyadvisor.com\/wp-content\/uploads\/2023\/04\/case-study-horizon-logo-cover.jpg\" alt=\"Horizon Financial Group Case Study\" width=\"800\" height=\"400\" class=\"w-fit\"\/>\n                    <\/a>\n                <\/div>\n                            <\/div>\n            <\/div>\n<\/div>\n\n        <div id=\"double-box-cta--block_c59e9ee4730e7b89640401b6dda94262\" class=\"bg-dark-blue md:py-24 py-12\">\n    <div class=\"wrapper\">\n        <div class=\"bg-white md:col-span-12 z-10 self-center col-span-4\">\n            <div class=\"grid grid-cols-12 px-8 py-8 md:py-12 md:px-0\">\n                <div class=\"col-span-12 md:col-start-2 md:col-end-9\">\n                    <h2 class=\"type-theta pb-3 text-dark-blue\">See what\u2019s possible with eMoney <\/h2>                                          <div class=\"type-paragraph-sm prose prose-quoteless max-w-none pb-4 md:pb-0 text-[#626C8B]\"><p>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? <\/p>\n<\/div>\n                                    <\/div>\n                                  <a href=\"https:\/\/emoneyadvisor.com\/request-a-demo\/\" target=\"\" class=\"emoney-button bg-tangerine hover:bg-[#F8B975] text-black md:col-start-10 md:col-end-12 col-span-12 text-center self-center max-w-xs mx-auto\">Request a Demo<\/a>\n                            <\/div>\n        <\/div>\n    <\/div>\n<\/div>\n\n\n\n<div id=\"full-width-text--block_c66a3731e6d943ecec85e4377fb4ff39\" class=\"pb-12 md:pb-24 full-width-text bg-white\">\n  <div class=\"wrapper\">\n    <div class=\"col-span-12 prose prose-quoteless prose-headings:font-normal md:col-span-10 md:col-start-2 max-w-none\">\n      <p class=\"type-paragraph-xsm\" style=\"text-align: center;\">*All statistics on this page are from eMoney, ROI of eMoney Study, December 2023, n=701.<\/p>\n\n    <\/div>\n  <\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-12","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - 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