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About eMoney

Helping People Understand Money

The discussions surrounding financial planning or impactful money decisions do not have to be overwhelming. eMoney offers comprehensive solutions that aim to simplify the financial complexities of life and mitigate the burdens of large financial decisions. Designed with you in mind, eMoney helps you measure your financial goals and keep track of your progress toward them.

All from a single login, eMoney gives you access to cutting-edge technology solutions that help keep all your financial accounts in one place.

All Your Accounts Streamlined in One Platform

With eMoney, you can:

  • Plan across your different lifecycles and goals
  • Engage easily with advisors and clients alike
  • Manage your financial growth and risk decisions 
  • Streamline your accounts and technology
  • Grow your financial opportunities
  • Simplify your financial situations