eMoney 360Pro provides complete cash flow based planning for financial advisors. Easily create comprehensive plans that are up-to-date and delivered to your high net worth clients through a personal financial homepage.  Additional features and functions unmatched in the industry can help you quickly gain the coveted position as your client’s primary trusted advisor. 

eMoney 360 concentrates on specific financial analysis that is modular and goal based. Simply create independent and effective presentations to demonstrate client needs and cultivate opportunities. This dynamic tool will help clients set financial goals and monitor progress toward goals allowing you to become your client’s primary financial advocate.