eMoney 360 Pro provides complete cash flow based planning for financial advisors. Easily create plans that are up-to-date and delivered
to your clients by way of their personal financial homepage. A client relationship-building system unmatched in the industry can help you quickly gain the coveted position as your client’s primary trusted advisor.
Our web-based financial and wealth-planning system provides a daily updated, 360 degree view of a client’s financial portfolio, as well as features and functions that enable more holistic financial planning and concierge-level servicing of a client’s needs. With eMoney 360 Pro, advisors can present compelling and dynamic financial and retirement plans, proactively manage client relationships and aggressively monitor their clients’ financial assets.
Planning Center
unlimited scenario planning
Vault
online storage
for valuable
client documents
Retirement
Income Tool
show the possibilities
Financial
Connections
financial assets linked
and updated daily
Client Sites
contiuous advisor
visibility with clients
