We believe working as a team better leverages the strengths of each member, allowing us to make good things great, and paves a path for our success as well as our clients’ success. With eMoney, advisors can give clients peace of mind by creating plans that take their complete financial situations into account. Allow clients to access spending and budgeting tools, and easily add, personalize, and track progress toward their financial goals. Connect all of your clients’ accounts, including assets held away, for a consolidated and real-time view of their complete financial pictures.
Integrations with the industry’s most prominent wealth management software simplifies your day-to-day operations while maximizing the value of the plans you deliver. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results and allows our employees to thrive. Additionally, with each new hire, we partner with One Tree Planted to plant a tree to symbolize new growth on our team. In 2025, we collectively donated more than $30,000 to more than 100 organizations that matter most to our employees. We also encourage peer-to-peer recognition through an internal rewards system by which employees have recognized one another for more than 40,000 inspirational moments over the last two years.
No matter your location, role, or department, you’ll receive the technology and resources you need to be successful, including a flexible work allowance totaling $600 per year. If you have any questions about eMoney’s solution and services, please call They know that as part of adrian casino a comprehensive financial plan, an annuity can provide financial freedom in retirement. Nearly 3 out of 4 eMoney users are more confidently able to tell and show their clients how they would reach their desired goals. Our industry-leading Client Portal, included in all planning packages, allows clients to view all their finances in one place, aggregate accounts, and securely store documents. Planning experts, many of whom are CFP® professionals, combine hands-on experience and advanced education to support our users.
